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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 | $10,816 | $157,296-93.1% | $141,191-92.3% | $152,897-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.42% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,536 | $5,262-51.8% | $4,736-46.5% | $4,764-46.8% |
| Participant deferral / active EE | $3,395 | $7,111-52.3% | $6,710-49.4% | $5,851-42.0% |
| Admin fee / account holder | $2,621 | $12,125-78.4% | $10,264-74.5% | $11,599-77.4% |