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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 | $16,633 | $183,988-91.0% | $162,177-89.7% | $152,897-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 43.04% | 150.79%-107.7pp | 115.60%-72.6pp | 345.43%-302.4pp |
| Employer contribution / active EE | $3,528 | $6,370-44.6% | $5,613-37.1% | $4,764-25.9% |
| Participant deferral / active EE | $8,339 | $8,032+3.8% | $7,297+14.3% | $5,851+42.5% |
| Admin fee / account holder | $427 | $13,123-96.7% | $10,843-96.1% | $11,599-96.3% |