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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 | $11,680 | $166,268-93.0% | $165,100-92.9% | $145,897-92.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.30% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,997 | $5,284-43.3% | $4,348-31.1% | $4,663-35.7% |
| Participant deferral / active EE | $3,423 | $6,964-50.8% | $6,035-43.3% | $6,689-48.8% |
| Admin fee / account holder | $1,331 | $16,659-92.0% | $12,696-89.5% | $13,390-90.1% |