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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 | $15,701 | $217,432-92.8% | $185,849-91.6% | $167,536-90.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.67% | 148.42%-138.7pp | 122.10%-112.4pp | 478.82%-469.1pp |
| Employer contribution / active EE | $1,276 | $5,875-78.3% | $5,169-75.3% | $4,839-73.6% |
| Participant deferral / active EE | $2,434 | $6,357-61.7% | $5,569-56.3% | $6,342-61.6% |
| Admin fee / account holder | $5,690 | $19,818-71.3% | $16,244-65.0% | $12,315-53.8% |