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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 | $11,912 | $125,184-90.5% | $105,607-88.7% | $145,884-91.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.99% | 225.00%-209.0pp | 116.11%-100.1pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,060 | $3,720-44.6% | $3,167-34.9% | $4,662-55.8% |
| Participant deferral / active EE | $3,260 | $5,714-42.9% | $5,011-34.9% | $6,690-51.3% |
| Admin fee / account holder | $1,114 | $17,133-93.5% | $10,958-89.8% | $13,392-91.7% |