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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 | $13,632 | $154,159-91.2% | $130,026-89.5% | $139,456-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.51% | 32.50%-9.0pp | -137.26%+160.8pp | 373.45%-349.9pp |
| Employer contribution / active EE | $1,491 | $5,292-71.8% | $4,321-65.5% | $4,753-68.6% |
| Participant deferral / active EE | $5,913 | $6,710-11.9% | $5,821+1.6% | $6,711-11.9% |
| Admin fee / account holder | $1,751 | $14,001-87.5% | $10,608-83.5% | $11,407-84.6% |