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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 | $13,323 | $112,121-88.1% | $95,960-86.1% | $158,966-91.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 33.38% | 171.16%-137.8pp | 91.63%-58.3pp | 302.95%-269.6pp |
| Employer contribution / active EE | $2,907 | $3,199-9.1% | $2,541+14.4% | $4,762-39.0% |
| Participant deferral / active EE | $4,469 | $4,784-6.6% | $4,167+7.2% | $5,983-25.3% |
| Admin fee / account holder | $1,188 | $10,135-88.3% | $6,797-82.5% | $11,250-89.4% |