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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 | $9,264 | $157,304-94.1% | $141,197-93.4% | $152,909-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $2,640 | $5,263-49.8% | $4,736-44.3% | $4,764-44.6% |
| Participant deferral / active EE | $4,001 | $7,111-43.7% | $6,710-40.4% | $5,851-31.6% |
| Admin fee / account holder | $3,245 | $12,126-73.2% | $10,265-68.4% | $11,601-72.0% |