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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 | $21,120 | $152,612-86.2% | $125,192-83.1% | $152,897-86.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.46% | 54.85%-38.4pp | 43.79%-27.3pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,586 | $4,947-68.0% | $3,866-59.0% | $4,764-66.7% |
| Participant deferral / active EE | $5,737 | $5,868-2.2% | $4,937+16.2% | $5,851-1.9% |
| Admin fee / account holder | $340 | $13,437-97.5% | $9,704-96.5% | $11,599-97.1% |