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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 | $14,757 | $157,296-90.6% | $141,191-89.5% | $152,897-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.81% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,540 | $5,262-70.7% | $4,736-67.5% | $4,764-67.7% |
| Participant deferral / active EE | $3,072 | $7,111-56.8% | $6,710-54.2% | $5,851-47.5% |
| Admin fee / account holder | $724 | $12,125-94.0% | $10,264-92.9% | $11,599-93.8% |