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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 | $10,517 | $129,737-91.9% | $119,126-91.2% | $154,746-93.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.29% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,958 | $4,375-55.2% | $4,034-51.5% | $4,379-55.3% |
| Participant deferral / active EE | $3,048 | $5,842-47.8% | $5,318-42.7% | $6,730-54.7% |
| Admin fee / account holder | $4,774 | $11,961-60.1% | $10,693-55.4% | $14,365-66.8% |