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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 | $15,262 | $129,737-88.2% | $119,126-87.2% | $154,746-90.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 24.40% | 379.08%-354.7pp | 282.11%-257.7pp | 172.34%-147.9pp |
| Employer contribution / active EE | $8,360 | $4,375+91.1% | $4,034+107.3% | $4,379+90.9% |
| Participant deferral / active EE | $2,044 | $5,842-65.0% | $5,318-61.6% | $6,730-69.6% |
| Admin fee / account holder | $3,016 | $11,961-74.8% | $10,693-71.8% | $14,365-79.0% |