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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 | $6,765 | $100,805-93.3% | $86,698-92.2% | $134,532-95.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | 894.99% | 29.09%+865.9pp | 35.95%+859.0pp | 418.27%+476.7pp |
| Employer contribution / active EE | $2,683 | $3,490-23.1% | $2,837-5.4% | $4,741-43.4% |
| Participant deferral / active EE | $4,052 | $5,339-24.1% | $4,656-13.0% | $6,401-36.7% |
| Admin fee / account holder | $2,882 | $10,925-73.6% | $7,493-61.5% | $11,429-74.8% |