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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 | $10,711 | $183,516-94.2% | $155,534-93.1% | $145,884-92.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.84% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,069 | $5,315-61.1% | $4,675-55.7% | $4,662-55.6% |
| Participant deferral / active EE | $4,694 | $6,467-27.4% | $5,630-16.6% | $6,690-29.8% |
| Admin fee / account holder | $713 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |