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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 | $18,987 | $112,121-83.1% | $95,960-80.2% | $158,966-88.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.08% | 171.16%-158.1pp | 91.63%-78.6pp | 302.95%-289.9pp |
| Employer contribution / active EE | $2,186 | $3,199-31.7% | $2,541-14.0% | $4,762-54.1% |
| Participant deferral / active EE | $3,762 | $4,784-21.4% | $4,167-9.7% | $5,983-37.1% |
| Admin fee / account holder | $2,787 | $10,135-72.5% | $6,797-59.0% | $11,250-75.2% |