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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 | $15,842 | $176,077-91.0% | $159,455-90.1% | $167,518-90.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.77% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-466.9pp |
| Employer contribution / active EE | $1,497 | $5,298-71.8% | $4,830-69.0% | $4,838-69.1% |
| Participant deferral / active EE | $2,843 | $7,751-63.3% | $7,353-61.3% | $6,342-55.2% |
| Admin fee / account holder | $438 | $12,556-96.5% | $10,800-95.9% | $12,312-96.4% |