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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 | $24,055 | $102,385-76.5% | $147,080-83.6% | $80,935-70.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.75% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $3,783 | $3,717+1.8% | $4,933-23.3% | $2,757+37.2% |
| Participant deferral / active EE | $6,746 | $6,651+1.4% | $8,066-16.4% | $4,299+56.9% |
| Admin fee / account holder | $5,069 | $7,951-36.2% | $12,989-61.0% | $6,924-26.8% |