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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 | $26,808 | $289,211-90.7% | $260,467-89.7% | $198,609-86.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 18.40% | 112.90%-94.5pp | 100.60%-82.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,516 | $4,663-67.5% | $4,239-64.2% | $5,055-70.0% |
| Participant deferral / active EE | $4,774 | $6,812-29.9% | $6,319-24.5% | $6,977-31.6% |
| Admin fee / account holder | $422 | $16,236-97.4% | $15,461-97.3% | $19,030-97.8% |