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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 | $13,991 | $152,612-90.8% | $125,192-88.8% | $152,897-90.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.29% | 54.85%-34.6pp | 43.79%-23.5pp | 345.43%-325.1pp |
| Employer contribution / active EE | $3,607 | $4,947-27.1% | $3,866-6.7% | $4,764-24.3% |
| Participant deferral / active EE | $2,122 | $5,868-63.8% | $4,937-57.0% | $5,851-63.7% |
| Admin fee / account holder | $443 | $13,437-96.7% | $9,704-95.4% | $11,599-96.2% |