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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 | $3,808 | $211,224-98.2% | $178,505-97.9% | $145,897-97.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.70% | 30.28%-15.6pp | 27.16%-12.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,612 | $4,577-64.8% | $3,955-59.2% | $4,663-65.4% |
| Participant deferral / active EE | $1,868 | $6,966-73.2% | $6,280-70.3% | $6,689-72.1% |
| Admin fee / account holder | $1,186 | $12,109-90.2% | $10,428-88.6% | $13,390-91.1% |