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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 | $13,199 | $107,421-87.7% | $182,262-92.8% | $94,015-86.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 43.07% | 21.32%+21.7pp | 140.60%-97.5pp | 17.84%+25.2pp |
| Employer contribution / active EE | $2,586 | $3,448-25.0% | $5,046-48.8% | $2,790-7.3% |
| Participant deferral / active EE | $4,174 | $6,558-36.3% | $8,276-49.6% | $4,249-1.8% |
| Admin fee / account holder | $319 | $8,692-96.3% | $16,712-98.1% | $8,951-96.4% |