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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 | $10,902 | $118,869-90.8% | $96,575-88.7% | $167,518-93.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.49% | 50.49%-37.0pp | 37.79%-24.3pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,784 | $3,120-42.8% | $2,357-24.3% | $4,838-63.1% |
| Participant deferral / active EE | $2,128 | $4,616-53.9% | $3,849-44.7% | $6,342-66.5% |
| Admin fee / account holder | $2,624 | $8,067-67.5% | $6,182-57.6% | $12,312-78.7% |