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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 | $1,385 | $149,040-99.1% | $120,225-98.8% | $137,256-99.0% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 18.49% | 605.68%-587.2pp | 439.23%-420.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $324 | $4,350-92.5% | $3,475-90.7% | $4,156-92.2% |
| Participant deferral / active EE | $472 | $4,655-89.9% | $3,999-88.2% | $6,407-92.6% |
| Admin fee / account holder | $418 | $6,348-93.4% | $5,696-92.7% | $12,270-96.6% |