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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 | $13,920 | $95,975-85.5% | $74,549-81.3% | $135,379-89.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.88% | 56.96%-54.1pp | 32.53%-29.7pp | 519.79%-516.9pp |
| Employer contribution / active EE | $1,477 | $2,716-45.6% | $1,961-24.7% | $4,779-69.1% |
| Participant deferral / active EE | $3,554 | $3,844-7.5% | $3,108+14.3% | $5,609-36.6% |
| Admin fee / account holder | $318 | $6,522-95.1% | $5,059-93.7% | $10,828-97.1% |