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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 | $16,139 | $115,810-86.1% | $101,271-84.1% | $158,966-89.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.36% | 56.15%-44.8pp | 46.48%-35.1pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,911 | $4,175-54.2% | $3,660-47.8% | $4,762-59.9% |
| Participant deferral / active EE | $6,433 | $4,958+29.7% | $4,371+47.2% | $5,983+7.5% |
| Admin fee / account holder | $1,131 | $7,248-84.4% | $5,948-81.0% | $11,250-89.9% |