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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 | $31,234 | $196,972-84.1% | $182,262-82.9% | $198,609-84.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.90% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,301 | $5,364-57.1% | $5,046-54.4% | $5,055-54.5% |
| Participant deferral / active EE | $6,881 | $8,643-20.4% | $8,276-16.9% | $6,977-1.4% |
| Admin fee / account holder | $1,026 | $18,429-94.4% | $16,712-93.9% | $19,030-94.6% |