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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 | $36,267 | $289,211-87.5% | $260,467-86.1% | $198,609-81.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 14.05% | 112.90%-98.8pp | 100.60%-86.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $685 | $4,663-85.3% | $4,239-83.8% | $5,055-86.4% |
| Participant deferral / active EE | $5,821 | $6,812-14.6% | $6,319-7.9% | $6,977-16.6% |
| Admin fee / account holder | $1,883 | $16,236-88.4% | $15,461-87.8% | $19,030-90.1% |