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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 | $15,128 | $183,516-91.8% | $155,534-90.3% | $145,884-89.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.94% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,466 | $5,315-72.4% | $4,675-68.6% | $4,662-68.6% |
| Participant deferral / active EE | $4,874 | $6,467-24.6% | $5,630-13.4% | $6,690-27.1% |
| Admin fee / account holder | $378 | $19,293-98.0% | $15,900-97.6% | $13,392-97.2% |