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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 | $106,749-93.9% | $145,433-95.5% | $82,448-92.0% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 537.21% | 27.59%+509.6pp | 66.58%+470.6pp | 41.64%+495.6pp |
| Employer contribution / active EE | $1,362 | $3,444-60.5% | $4,554-70.1% | $2,551-46.6% |
| Participant deferral / active EE | $3,000 | $6,519-54.0% | $7,897-62.0% | $4,139-27.5% |
| Admin fee / account holder | $422 | $8,390-95.0% | $13,129-96.8% | $7,234-94.2% |