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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 | $13,899 | $148,623-90.6% | $135,974-89.8% | $139,466-90.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 64.83% | 79.30%-14.5pp | 68.30%-3.5pp | 373.66%-308.8pp |
| Employer contribution / active EE | $2,340 | $5,246-55.4% | $4,859-51.8% | $4,754-50.8% |
| Participant deferral / active EE | $4,250 | $8,103-47.5% | $7,760-45.2% | $6,712-36.7% |
| Admin fee / account holder | $746 | $12,406-94.0% | $10,767-93.1% | $11,409-93.5% |