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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 | $19,873 | $154,193-87.1% | $130,045-84.7% | $139,466-85.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.36% | 32.51%-16.2pp | -137.30%+153.7pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,042 | $5,292-61.4% | $4,321-52.8% | $4,754-57.1% |
| Participant deferral / active EE | $9,169 | $6,709+36.7% | $5,820+57.5% | $6,712+36.6% |
| Admin fee / account holder | $4,782 | $13,989-65.8% | $10,600-54.9% | $11,409-58.1% |