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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 | $15,170 | $166,131-90.9% | $164,975-90.8% | $145,877-89.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.91% | 100.37%-82.5pp | 70.12%-52.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $3,036 | $5,276-42.4% | $4,343-30.1% | $4,663-34.9% |
| Participant deferral / active EE | $3,913 | $6,962-43.8% | $6,033-35.2% | $6,691-41.5% |
| Admin fee / account holder | $767 | $16,648-95.4% | $12,688-94.0% | $13,402-94.3% |