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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 | $4,126 | $169,361-97.6% | $129,397-96.8% | $145,877-97.2% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.6%+25.4pp | 80.3%+14.7pp |
| Annual return | 12.99% | 14395.54%-14382.6pp | 9453.98%-9441.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,380 | $4,987-72.3% | $4,167-66.9% | $6,691-79.4% |
| Admin fee / account holder | $403 | $9,903-95.9% | $7,679-94.7% | $13,402-97.0% |