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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 | $12,861 | $148,623-91.3% | $135,974-90.5% | $139,466-90.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.26% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,558 | $5,246-70.3% | $4,859-67.9% | $4,754-67.2% |
| Participant deferral / active EE | $9,318 | $8,103+15.0% | $7,760+20.1% | $6,712+38.8% |
| Admin fee / account holder | $5,219 | $12,406-57.9% | $10,767-51.5% | $11,409-54.3% |