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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 | $21,964 | $157,296-86.0% | $141,191-84.4% | $152,897-85.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.56% | 64.34%-40.8pp | 71.41%-47.8pp | 345.43%-321.9pp |
| Employer contribution / active EE | $3,548 | $5,262-32.6% | $4,736-25.1% | $4,764-25.5% |
| Participant deferral / active EE | $3,956 | $7,111-44.4% | $6,710-41.0% | $5,851-32.4% |
| Admin fee / account holder | $4,302 | $12,125-64.5% | $10,264-58.1% | $11,599-62.9% |