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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 | $21,793 | $96,965-77.5% | $97,995-77.8% | $147,586-85.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.94% | 24.11%-7.2pp | 23.94%-7.0pp | 578.59%-561.6pp |
| Employer contribution / active EE | $21,583 | $4,536+375.8% | $4,158+419.0% | $4,876+342.6% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,087 | $8,120-86.6% | $5,943-81.7% | $10,886-90.0% |