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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 | $11,565 | $116,203-90.0% | $93,621-87.6% | $152,909-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.82% | 35.96%-22.1pp | 32.76%-18.9pp | 345.46%-331.6pp |
| Employer contribution / active EE | $4,286 | $3,219+33.1% | $2,719+57.6% | $4,764-10.0% |
| Participant deferral / active EE | $4,243 | $4,605-7.9% | $4,070+4.3% | $5,851-27.5% |
| Admin fee / account holder | $758 | $10,751-92.9% | $7,890-90.4% | $11,601-93.5% |