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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 | $5,085 | $90,691-94.4% | $76,119-93.3% | $145,884-96.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 14.09% | 624.52%-610.4pp | 361.25%-347.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $826 | $3,329-75.2% | $2,693-69.3% | $4,662-82.3% |
| Participant deferral / active EE | $1,888 | $5,167-63.5% | $4,259-55.7% | $6,690-71.8% |
| Admin fee / account holder | $1,675 | $8,383-80.0% | $6,421-73.9% | $13,392-87.5% |