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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 | $17,970 | $138,076-87.0% | $123,553-85.5% | $135,380-86.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.62% | 153.70%-151.1pp | 119.21%-116.6pp | 519.81%-517.2pp |
| Employer contribution / active EE | $14,025 | $5,152+172.2% | $4,628+203.0% | $4,779+193.5% |
| Participant deferral / active EE | $29,913 | $6,800+339.9% | $6,426+365.5% | $5,609+433.3% |
| Admin fee / account holder | $880 | $10,917-91.9% | $9,284-90.5% | $10,828-91.9% |