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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 | $18,173 | $100,003-81.8% | $146,685-87.6% | $85,856-78.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.59% | 18.93%-5.3pp | 22.75%-9.2pp | 318.58%-305.0pp |
| Employer contribution / active EE | $4,511 | $2,559+76.3% | $4,137+9.1% | $2,565+75.9% |
| Participant deferral / active EE | $3,860 | $4,006-3.7% | $5,507-29.9% | $3,952-2.3% |
| Admin fee / account holder | $1,161 | $7,704-84.9% | $10,281-88.7% | $6,261-81.5% |