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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 | $11,826 | $107,941-89.0% | $91,994-87.1% | $152,897-92.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 35.15% | 89.28%-54.1pp | 69.04%-33.9pp | 345.43%-310.3pp |
| Employer contribution / active EE | $2,814 | $4,212-33.2% | $3,453-18.5% | $4,764-40.9% |
| Participant deferral / active EE | $8,380 | $6,366+31.6% | $5,924+41.5% | $5,851+43.2% |
| Admin fee / account holder | $446 | $10,521-95.8% | $7,744-94.2% | $11,599-96.2% |