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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 | $12,555 | $124,175-89.9% | $108,405-88.4% | $167,553-92.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.63% | 1380.13%-1365.5pp | 905.55%-890.9pp | 478.89%-464.3pp |
| Employer contribution / active EE | $2,054 | $4,188-50.9% | $3,559-42.3% | $4,840-57.5% |
| Participant deferral / active EE | $4,735 | $6,908-31.5% | $6,563-27.8% | $6,343-25.3% |
| Admin fee / account holder | $1,152 | $9,457-87.8% | $7,297-84.2% | $12,316-90.6% |