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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 | $11,247 | $185,856-93.9% | $170,028-93.4% | $139,456-91.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,947 | $7,593-74.4% | $6,788-71.3% | $4,753-59.0% |
| Participant deferral / active EE | $8,807 | $11,623-24.2% | $10,409-15.4% | $6,711+31.2% |
| Admin fee / account holder | $376 | $15,387-97.6% | $12,820-97.1% | $11,407-96.7% |