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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 | $22,030 | $106,749-79.4% | $145,433-84.9% | $82,448-73.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 251.11% | 27.59%+223.5pp | 66.58%+184.5pp | 41.64%+209.5pp |
| Employer contribution / active EE | $1,828 | $3,444-46.9% | $4,554-59.9% | $2,551-28.3% |
| Participant deferral / active EE | $2,959 | $6,519-54.6% | $7,897-62.5% | $4,139-28.5% |
| Admin fee / account holder | $2,066 | $8,390-75.4% | $13,129-84.3% | $7,234-71.4% |