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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 | $13,968 | $89,367-84.4% | $141,191-90.1% | $72,975-80.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 49.07% | 111.87%-62.8pp | 71.41%-22.3pp | 81.01%-31.9pp |
| Employer contribution / active EE | $2,050 | $3,115-34.2% | $4,736-56.7% | $2,440-16.0% |
| Participant deferral / active EE | $6,656 | $5,419+22.8% | $6,710-0.8% | $3,608+84.5% |
| Admin fee / account holder | $819 | $5,957-86.2% | $10,264-92.0% | $5,124-84.0% |