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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 | $29,280 | $171,492-82.9% | $150,734-80.6% | $198,609-85.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 30.76% | 804.70%-773.9pp | 600.81%-570.0pp | 202.70%-171.9pp |
| Employer contribution / active EE | $1,548 | $5,470-71.7% | $4,918-68.5% | $5,055-69.4% |
| Participant deferral / active EE | $3,591 | $6,259-42.6% | $5,610-36.0% | $6,977-48.5% |
| Admin fee / account holder | $1,380 | $17,628-92.2% | $14,905-90.7% | $19,030-92.8% |