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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 | $99,875-86.8% | $146,866-91.0% | $86,983-84.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 43.07% | 28.10%+15.0pp | 102.85%-59.8pp | 25.83%+17.2pp |
| Employer contribution / active EE | $2,586 | $3,224-19.8% | $4,425-41.6% | $2,584+0.1% |
| Participant deferral / active EE | $4,174 | $6,322-34.0% | $7,759-46.2% | $4,194-0.5% |
| Admin fee / account holder | $319 | $7,838-95.9% | $13,620-97.7% | $7,856-95.9% |