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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 | $17,003 | $209,425-91.9% | $178,499-90.5% | $158,966-89.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.15% | 188.80%-178.6pp | 151.10%-141.0pp | 302.95%-292.8pp |
| Employer contribution / active EE | $2,608 | $5,707-54.3% | $5,011-48.0% | $4,762-45.2% |
| Participant deferral / active EE | $3,506 | $5,955-41.1% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $1,181 | $17,078-93.1% | $13,986-91.6% | $11,250-89.5% |