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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 | $19,891 | $154,209-87.1% | $130,062-84.7% | $139,487-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.64% | 32.52%-12.9pp | -137.37%+157.0pp | 373.84%-354.2pp |
| Employer contribution / active EE | $3,618 | $5,292-31.6% | $4,322-16.3% | $4,755-23.9% |
| Participant deferral / active EE | $4,286 | $6,709-36.1% | $5,821-26.4% | $6,713-36.2% |
| Admin fee / account holder | $325 | $13,988-97.7% | $10,601-96.9% | $11,407-97.2% |