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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 | $14,482 | $211,288-93.1% | $178,540-91.9% | $145,884-90.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.70% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,952 | $4,574-57.3% | $3,953-50.6% | $4,662-58.1% |
| Participant deferral / active EE | $5,225 | $6,967-25.0% | $6,281-16.8% | $6,690-21.9% |
| Admin fee / account holder | $2,551 | $12,105-78.9% | $10,424-75.5% | $13,392-80.9% |