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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 | $12,991 | $132,099-90.2% | $115,599-88.8% | $138,895-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 22.79% | 176.76%-154.0pp | 111.10%-88.3pp | 145.39%-122.6pp |
| Employer contribution / active EE | $2,168 | $3,416-36.5% | $2,955-26.6% | $4,194-48.3% |
| Participant deferral / active EE | $4,388 | $5,617-21.9% | $4,889-10.3% | $6,396-31.4% |
| Admin fee / account holder | $523 | $15,650-96.7% | $12,841-95.9% | $12,562-95.8% |