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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 | $15,767 | $166,131-90.5% | $164,975-90.4% | $145,877-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.71% | 100.37%-86.7pp | 70.12%-56.4pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,134 | $5,276-40.6% | $4,343-27.8% | $4,663-32.8% |
| Participant deferral / active EE | $4,345 | $6,962-37.6% | $6,033-28.0% | $6,691-35.1% |
| Admin fee / account holder | $759 | $16,648-95.4% | $12,688-94.0% | $13,402-94.3% |