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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 | $8,394 | $116,203-92.8% | $93,621-91.0% | $152,897-94.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 137.49% | 35.96%+101.5pp | 32.76%+104.7pp | 345.43%-207.9pp |
| Employer contribution / active EE | $1,038 | $3,219-67.7% | $2,719-61.8% | $4,764-78.2% |
| Participant deferral / active EE | $1,694 | $4,605-63.2% | $4,070-58.4% | $5,851-71.1% |
| Admin fee / account holder | $9,226 | $10,751-14.2% | $7,890+16.9% | $11,599-20.5% |