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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 | $15,296 | $157,296-90.3% | $141,191-89.2% | $152,897-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.23% | 64.34%-35.1pp | 71.41%-42.2pp | 345.43%-316.2pp |
| Employer contribution / active EE | $1,684 | $5,262-68.0% | $4,736-64.4% | $4,764-64.7% |
| Participant deferral / active EE | $3,316 | $7,111-53.4% | $6,710-50.6% | $5,851-43.3% |
| Admin fee / account holder | $1,355 | $12,125-88.8% | $10,264-86.8% | $11,599-88.3% |