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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 | $15,358 | $227,597-93.3% | $189,575-91.9% | $167,536-90.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.60% | 78.44%-64.8pp | 64.19%-50.6pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,475 | $5,316-72.3% | $4,412-66.6% | $4,839-69.5% |
| Participant deferral / active EE | $3,310 | $7,002-52.7% | $6,174-46.4% | $6,342-47.8% |
| Admin fee / account holder | $1,363 | $11,877-88.5% | $9,806-86.1% | $12,315-88.9% |