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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,820 | $102,595-95.3% | $94,057-94.9% | $154,746-96.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 19.29% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,325 | $3,147-26.1% | $2,933-20.7% | $4,379-46.9% |
| Participant deferral / active EE | $2,723 | $5,118-46.8% | $4,709-42.2% | $6,730-59.5% |
| Admin fee / account holder | $2,564 | $7,736-66.9% | $7,244-64.6% | $14,365-82.1% |