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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 | $4,845 | $159,934-97.0% | $147,005-96.7% | $145,959-96.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.16% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,313 | $5,287-75.2% | $4,934-73.4% | $4,661-71.8% |
| Participant deferral / active EE | $3,075 | $8,427-63.5% | $8,070-61.9% | $6,689-54.0% |
| Admin fee / account holder | $1,130 | $15,053-92.5% | $13,006-91.3% | $13,398-91.6% |