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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 | $10,434 | $166,089-93.7% | $164,928-93.7% | $145,978-92.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.39% | 100.26%-89.9pp | 70.08%-59.7pp | 550.52%-540.1pp |
| Employer contribution / active EE | $2,731 | $5,276-48.2% | $4,343-37.1% | $4,662-41.4% |
| Participant deferral / active EE | $3,555 | $6,961-48.9% | $6,034-41.1% | $6,690-46.9% |
| Admin fee / account holder | $795 | $16,641-95.2% | $12,684-93.7% | $13,400-94.1% |