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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 | $15,840 | $183,539-91.4% | $155,556-89.8% | $145,897-89.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.36% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,192 | $5,315-58.8% | $4,675-53.1% | $4,663-53.0% |
| Participant deferral / active EE | $4,708 | $6,467-27.2% | $5,631-16.4% | $6,689-29.6% |
| Admin fee / account holder | $875 | $19,275-95.5% | $15,885-94.5% | $13,390-93.5% |