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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 | $5,748 | $160,040-96.4% | $147,096-96.1% | $145,877-96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.77% | 98.49%-77.7pp | 419.75%-399.0pp | 551.28%-530.5pp |
| Employer contribution / active EE | $2,585 | $5,289-51.1% | $4,936-47.6% | $4,663-44.6% |
| Participant deferral / active EE | $3,707 | $8,429-56.0% | $8,071-54.1% | $6,691-44.6% |
| Admin fee / account holder | $470 | $15,050-96.9% | $13,005-96.4% | $13,402-96.5% |