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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 | $7,245 | $166,242-95.6% | $165,071-95.6% | $145,884-95.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.64% | 100.44%-83.8pp | 70.17%-53.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,021 | $5,283-61.7% | $4,347-53.5% | $4,662-56.7% |
| Participant deferral / active EE | $2,112 | $6,964-69.7% | $6,035-65.0% | $6,690-68.4% |
| Admin fee / account holder | $927 | $16,658-94.4% | $12,695-92.7% | $13,392-93.1% |