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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 | $10,160 | $99,009-89.7% | $86,581-88.3% | $147,585-93.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.84% | 1312.70%-1293.9pp | 965.06%-946.2pp | 578.58%-559.7pp |
| Employer contribution / active EE | $606 | $3,132-80.6% | $2,840-78.6% | $4,876-87.6% |
| Participant deferral / active EE | $1,455 | $3,972-63.4% | $3,609-59.7% | $5,439-73.2% |
| Admin fee / account holder | $3,759 | $5,709-34.2% | $4,904-23.4% | $10,886-65.5% |