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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 | $13,723 | $166,089-91.7% | $164,928-91.7% | $145,978-90.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.34% | 100.26%-74.9pp | 70.08%-44.7pp | 550.52%-525.2pp |
| Employer contribution / active EE | $2,296 | $5,276-56.5% | $4,343-47.1% | $4,662-50.8% |
| Participant deferral / active EE | $5,150 | $6,961-26.0% | $6,034-14.6% | $6,690-23.0% |
| Admin fee / account holder | $8,225 | $16,641-50.6% | $12,684-35.2% | $13,400-38.6% |