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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 | $9,354 | $102,696-90.9% | $86,235-89.2% | $139,487-93.3% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.0%+20.5pp | 80.3%+9.1pp |
| Annual return | 20.05% | 1925.91%-1905.9pp | 1170.03%-1150.0pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,024 | $3,034-66.3% | $2,381-57.0% | $4,755-78.5% |
| Participant deferral / active EE | $1,734 | $4,679-63.0% | $3,987-56.5% | $6,713-74.2% |
| Admin fee / account holder | $2,581 | $8,667-70.2% | $6,856-62.4% | $11,407-77.4% |