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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 | $6,460 | $154,193-95.8% | $130,045-95.0% | $139,466-95.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.63% | 32.51%-6.9pp | -137.30%+162.9pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,994 | $5,292-43.4% | $4,321-30.7% | $4,754-37.0% |
| Participant deferral / active EE | $5,023 | $6,709-25.1% | $5,820-13.7% | $6,712-25.2% |
| Admin fee / account holder | $3,909 | $13,989-72.1% | $10,600-63.1% | $11,409-65.7% |