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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 | $8,003 | $99,011-91.9% | $86,582-90.8% | $147,586-94.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.85% | 1312.75%-1297.9pp | 965.08%-950.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,248 | $3,132-60.2% | $2,839-56.1% | $4,876-74.4% |
| Participant deferral / active EE | $665 | $3,972-83.3% | $3,609-81.6% | $5,439-87.8% |
| Admin fee / account holder | $865 | $5,709-84.8% | $4,904-82.4% | $10,886-92.1% |