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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 | $154,754-99.1% | $124,206-98.9% | $138,895-99.0% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.6%+20.4pp | 79.9%+10.1pp |
| Annual return | 18.49% | 709.28%-690.8pp | 515.27%-496.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $324 | $4,446-92.7% | $3,540-90.8% | $4,194-92.3% |
| Participant deferral / active EE | $472 | $4,621-89.8% | $3,968-88.1% | $6,396-92.6% |
| Admin fee / account holder | $418 | $6,690-93.8% | $5,929-93.0% | $12,562-96.7% |