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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 | $3,354 | $102,595-96.7% | $94,057-96.4% | $154,746-97.8% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 35.60% | 583.42%-547.8pp | 480.62%-445.0pp | 172.34%-136.7pp |
| Employer contribution / active EE | $775 | $3,147-75.4% | $2,933-73.6% | $4,379-82.3% |
| Participant deferral / active EE | $1,124 | $5,118-78.0% | $4,709-76.1% | $6,730-83.3% |
| Admin fee / account holder | $406 | $7,736-94.8% | $7,244-94.4% | $14,365-97.2% |