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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 | $23,756 | $102,422-76.8% | $147,117-83.9% | $80,959-70.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.86% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,714 | $3,717-27.0% | $4,932-45.0% | $2,757-1.6% |
| Participant deferral / active EE | $4,136 | $6,652-37.8% | $8,065-48.7% | $4,300-3.8% |
| Admin fee / account holder | $496 | $7,953-93.8% | $12,993-96.2% | $6,925-92.8% |