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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 | $14,447 | $102,429-85.9% | $147,096-90.2% | $80,925-82.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.19% | 135.02%-118.8pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $990 | $3,716-73.4% | $4,936-79.9% | $2,756-64.1% |
| Participant deferral / active EE | $5,439 | $6,649-18.2% | $8,071-32.6% | $4,299+26.5% |
| Admin fee / account holder | $827 | $7,957-89.6% | $13,005-93.6% | $6,940-88.1% |