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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 | $18,992 | $185,856-89.8% | $170,028-88.8% | $139,456-86.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.43% | 60.52%-34.1pp | 53.39%-27.0pp | 373.45%-347.0pp |
| Employer contribution / active EE | $2,288 | $7,593-69.9% | $6,788-66.3% | $4,753-51.9% |
| Participant deferral / active EE | $3,216 | $11,623-72.3% | $10,409-69.1% | $6,711-52.1% |
| Admin fee / account holder | $1,083 | $15,387-93.0% | $12,820-91.6% | $11,407-90.5% |