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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 | $106,524-79.3% | $152,301-85.5% | $87,485-74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 251.11% | 26.89%+224.2pp | 80.50%+170.6pp | 26.06%+225.0pp |
| Employer contribution / active EE | $1,828 | $3,371-45.8% | $4,624-60.5% | $2,596-29.6% |
| Participant deferral / active EE | $2,959 | $6,525-54.6% | $8,004-63.0% | $4,274-30.8% |
| Admin fee / account holder | $2,066 | $8,287-75.1% | $14,398-85.7% | $7,775-73.4% |