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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 | $16,800 | $166,242-89.9% | $165,071-89.8% | $145,884-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.56% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,836 | $5,283-65.3% | $4,347-57.8% | $4,662-60.6% |
| Participant deferral / active EE | $4,840 | $6,964-30.5% | $6,035-19.8% | $6,690-27.6% |
| Admin fee / account holder | $1,332 | $16,658-92.0% | $12,695-89.5% | $13,392-90.1% |