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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 | $5,258 | $90,691-94.2% | $76,119-93.1% | $145,884-96.4% |
| Participation rate | 94.1% | 74.5%+19.7pp | 69.1%+25.0pp | 80.3%+13.8pp |
| Annual return | 12.46% | 624.52%-612.1pp | 361.25%-348.8pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,929 | $3,329-42.1% | $2,693-28.4% | $4,662-58.6% |
| Participant deferral / active EE | $2,326 | $5,167-55.0% | $4,259-45.4% | $6,690-65.2% |
| Admin fee / account holder | $1,496 | $8,383-82.2% | $6,421-76.7% | $13,392-88.8% |