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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 | $23,828 | $185,883-87.2% | $170,043-86.0% | $139,466-82.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 111.59% | 60.54%+51.1pp | 53.40%+58.2pp | 373.66%-262.1pp |
| Employer contribution / active EE | $4,680 | $7,596-38.4% | $6,790-31.1% | $4,754-1.6% |
| Participant deferral / active EE | $5,363 | $11,626-53.9% | $10,410-48.5% | $6,712-20.1% |
| Admin fee / account holder | $4,529 | $15,393-70.6% | $12,824-64.7% | $11,409-60.3% |