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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 | $9,868 | $112,121-91.2% | $95,960-89.7% | $158,966-93.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 55.39% | 171.16%-115.8pp | 91.63%-36.2pp | 302.95%-247.6pp |
| Employer contribution / active EE | $2,817 | $3,199-11.9% | $2,541+10.9% | $4,762-40.8% |
| Participant deferral / active EE | $3,424 | $4,784-28.4% | $4,167-17.8% | $5,983-42.8% |
| Admin fee / account holder | $355 | $10,135-96.5% | $6,797-94.8% | $11,250-96.8% |