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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 | $14,475 | $138,076-89.5% | $123,553-88.3% | $135,380-89.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 23.76% | 153.70%-129.9pp | 119.21%-95.4pp | 519.81%-496.0pp |
| Employer contribution / active EE | $1,774 | $5,152-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $4,362 | $6,800-35.8% | $6,426-32.1% | $5,609-22.2% |
| Admin fee / account holder | $2,457 | $10,917-77.5% | $9,284-73.5% | $10,828-77.3% |