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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 | $15,710 | $183,539-91.4% | $155,556-89.9% | $145,897-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.56% | 61.31%-45.7pp | 64.84%-49.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,067 | $5,315-79.9% | $4,675-77.2% | $4,663-77.1% |
| Participant deferral / active EE | $4,628 | $6,467-28.4% | $5,631-17.8% | $6,689-30.8% |
| Admin fee / account holder | $1,567 | $19,275-91.9% | $15,885-90.1% | $13,390-88.3% |