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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 | $21,912 | $98,766-77.8% | $149,730-85.4% | $79,852-72.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 66.73% | 27.43%+39.3pp | 276.70%-210.0pp | 31.72%+35.0pp |
| Employer contribution / active EE | $2,125 | $3,217-33.9% | $4,645-54.2% | $2,471-14.0% |
| Participant deferral / active EE | $3,094 | $5,681-45.5% | $6,843-54.8% | $3,740-17.3% |
| Admin fee / account holder | $551 | $6,052-90.9% | $9,310-94.1% | $5,306-89.6% |