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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 | $10,184 | $118,875-91.4% | $96,572-89.5% | $167,553-93.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.36% | 50.50%-32.1pp | 37.79%-19.4pp | 478.89%-460.5pp |
| Employer contribution / active EE | $1,189 | $3,121-61.9% | $2,357-49.6% | $4,840-75.4% |
| Participant deferral / active EE | $2,508 | $4,617-45.7% | $3,850-34.8% | $6,343-60.5% |
| Admin fee / account holder | $2,631 | $8,070-67.4% | $6,183-57.5% | $12,316-78.6% |