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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 | $14,662 | $157,276-90.7% | $141,177-89.6% | $152,885-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.08% | 64.33%-39.3pp | 71.40%-46.3pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,426 | $5,262-72.9% | $4,736-69.9% | $4,763-70.1% |
| Participant deferral / active EE | $2,568 | $7,110-63.9% | $6,710-61.7% | $5,851-56.1% |
| Admin fee / account holder | $738 | $12,123-93.9% | $10,263-92.8% | $11,598-93.6% |