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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 | $6,555 | $106,524-93.8% | $152,301-95.7% | $87,485-92.5% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.4%+10.1pp | 68.9%+23.7pp |
| Annual return | 537.21% | 26.89%+510.3pp | 80.50%+456.7pp | 26.06%+511.1pp |
| Employer contribution / active EE | $1,362 | $3,371-59.6% | $4,624-70.5% | $2,596-47.5% |
| Participant deferral / active EE | $3,000 | $6,525-54.0% | $8,004-62.5% | $4,274-29.8% |
| Admin fee / account holder | $422 | $8,287-94.9% | $14,398-97.1% | $7,775-94.6% |