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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 | $18,690 | $99,652-81.2% | $78,778-76.3% | $147,586-87.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.83% | 47.28%-34.5pp | 35.62%-22.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $3,326 | $2,796+19.0% | $1,986+67.5% | $4,876-31.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $787 | $7,155-89.0% | $5,134-84.7% | $10,886-92.8% |