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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 | $23,185 | $168,635-86.3% | $147,617-84.3% | $125,389-81.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,451 | $6,252-28.8% | $5,564-20.0% | $4,866-8.5% |
| Participant deferral / active EE | $4,286 | $5,507-22.2% | $4,895-12.4% | $5,352-19.9% |
| Admin fee / account holder | $4,178 | $13,580-69.2% | $11,612-64.0% | $9,541-56.2% |