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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 | $18,133 | $124,346-85.4% | $111,306-83.7% | $167,553-89.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.02% | 37.46%-23.4pp | 54.67%-40.6pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,054 | $3,438-40.3% | $2,732-24.8% | $4,840-57.6% |
| Participant deferral / active EE | $2,989 | $5,182-42.3% | $4,488-33.4% | $6,343-52.9% |
| Admin fee / account holder | $442 | $10,623-95.8% | $7,966-94.5% | $12,316-96.4% |