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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 | $14,699 | $166,020-91.1% | $164,866-91.1% | $145,959-89.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.74% | 100.08%-86.3pp | 69.97%-56.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,437 | $5,275-72.8% | $4,343-66.9% | $4,661-69.2% |
| Participant deferral / active EE | $3,536 | $6,961-49.2% | $6,033-41.4% | $6,689-47.1% |
| Admin fee / account holder | $1,705 | $16,644-89.8% | $12,689-86.6% | $13,398-87.3% |