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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 | $9,865 | $157,276-93.7% | $141,177-93.0% | $152,885-93.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.69% | 64.33%-34.6pp | 71.40%-41.7pp | 345.39%-315.7pp |
| Employer contribution / active EE | $2,274 | $5,262-56.8% | $4,736-52.0% | $4,763-52.3% |
| Participant deferral / active EE | $3,876 | $7,110-45.5% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $1,131 | $12,123-90.7% | $10,263-89.0% | $11,598-90.3% |