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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 | $19,257 | $166,242-88.4% | $165,071-88.3% | $145,884-86.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.42% | 100.44%-80.0pp | 70.17%-49.8pp | 551.85%-531.4pp |
| Employer contribution / active EE | $3,317 | $5,283-37.2% | $4,347-23.7% | $4,662-28.8% |
| Participant deferral / active EE | $4,056 | $6,964-41.8% | $6,035-32.8% | $6,690-39.4% |
| Admin fee / account holder | $1,776 | $16,658-89.3% | $12,695-86.0% | $13,392-86.7% |