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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 | $6,928 | $114,119-93.9% | $107,187-93.5% | $138,895-95.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 53.68% | 273.21%-219.5pp | 204.55%-150.9pp | 145.39%-91.7pp |
| Employer contribution / active EE | $2,696 | $4,059-33.6% | $3,782-28.7% | $4,194-35.7% |
| Participant deferral / active EE | $3,265 | $5,538-41.0% | $5,096-35.9% | $6,396-48.9% |
| Admin fee / account holder | $1,579 | $10,024-84.2% | $9,162-82.8% | $12,562-87.4% |