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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 | $15,186 | $183,539-91.7% | $155,556-90.2% | $145,897-89.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,236 | $5,315-57.9% | $4,675-52.2% | $4,663-52.0% |
| Participant deferral / active EE | $3,655 | $6,467-43.5% | $5,631-35.1% | $6,689-45.4% |
| Admin fee / account holder | $801 | $19,275-95.8% | $15,885-95.0% | $13,390-94.0% |