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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 | $16,461 | $183,539-91.0% | $155,556-89.4% | $145,897-88.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,017 | $5,315-62.1% | $4,675-56.9% | $4,663-56.7% |
| Participant deferral / active EE | $3,873 | $6,467-40.1% | $5,631-31.2% | $6,689-42.1% |
| Admin fee / account holder | $1,851 | $19,275-90.4% | $15,885-88.3% | $13,390-86.2% |