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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 | $11,024 | $171,492-93.6% | $150,734-92.7% | $198,609-94.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.43% | 804.70%-791.3pp | 600.81%-587.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,604 | $5,470-52.4% | $4,918-47.0% | $5,055-48.5% |
| Participant deferral / active EE | $4,962 | $6,259-20.7% | $5,610-11.5% | $6,977-28.9% |
| Admin fee / account holder | $3,358 | $17,628-81.0% | $14,905-77.5% | $19,030-82.4% |