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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 | $13,589 | $183,592-92.6% | $155,574-91.3% | $145,877-90.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.20% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,772 | $5,317-29.1% | $4,676-19.3% | $4,663-19.1% |
| Participant deferral / active EE | $3,944 | $6,466-39.0% | $5,629-29.9% | $6,691-41.0% |
| Admin fee / account holder | $998 | $19,316-94.8% | $15,914-93.7% | $13,402-92.6% |