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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 | $13,449 | $166,089-91.9% | $164,928-91.8% | $145,978-90.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.91% | 100.26%-86.3pp | 70.08%-56.2pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,015 | $5,276-42.9% | $4,343-30.6% | $4,662-35.3% |
| Participant deferral / active EE | $4,560 | $6,961-34.5% | $6,034-24.4% | $6,690-31.8% |
| Admin fee / account holder | $2,453 | $16,641-85.3% | $12,684-80.7% | $13,400-81.7% |