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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 | $12,390 | $157,304-92.1% | $141,197-91.2% | $152,909-91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.23% | 64.34%-26.1pp | 71.41%-33.2pp | 345.46%-307.2pp |
| Employer contribution / active EE | $2,348 | $5,263-55.4% | $4,736-50.4% | $4,764-50.7% |
| Participant deferral / active EE | $8,508 | $7,111+19.6% | $6,710+26.8% | $5,851+45.4% |
| Admin fee / account holder | $1,315 | $12,126-89.2% | $10,265-87.2% | $11,601-88.7% |