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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 | $13,515 | $154,209-91.2% | $130,062-89.6% | $139,487-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 32.52%-18.0pp | -137.37%+151.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,708 | $5,292-67.7% | $4,322-60.5% | $4,755-64.1% |
| Participant deferral / active EE | $3,751 | $6,709-44.1% | $5,821-35.6% | $6,713-44.1% |
| Admin fee / account holder | $1,661 | $13,988-88.1% | $10,601-84.3% | $11,407-85.4% |