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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 | $28,298 | $227,399-87.6% | $189,758-85.1% | $198,609-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.17% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.5pp |
| Employer contribution / active EE | $2,550 | $5,526-53.9% | $4,767-46.5% | $5,055-49.6% |
| Participant deferral / active EE | $6,193 | $6,837-9.4% | $5,856+5.8% | $6,977-11.2% |
| Admin fee / account holder | $320 | $25,162-98.7% | $20,388-98.4% | $19,030-98.3% |