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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 | $10,228 | $152,612-93.3% | $125,192-91.8% | $152,897-93.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 31.03% | 54.85%-23.8pp | 43.79%-12.8pp | 345.43%-314.4pp |
| Employer contribution / active EE | $2,144 | $4,947-56.7% | $3,866-44.5% | $4,764-55.0% |
| Participant deferral / active EE | $2,425 | $5,868-58.7% | $4,937-50.9% | $5,851-58.6% |
| Admin fee / account holder | $775 | $13,437-94.2% | $9,704-92.0% | $11,599-93.3% |