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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 | $20,076 | $135,645-85.2% | $110,243-81.8% | $135,380-85.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.56% | 513.24%-506.7pp | 314.76%-308.2pp | 519.81%-513.2pp |
| Employer contribution / active EE | $2,001 | $4,907-59.2% | $3,827-47.7% | $4,779-58.1% |
| Participant deferral / active EE | $1,927 | $5,507-65.0% | $4,672-58.8% | $5,609-65.6% |
| Admin fee / account holder | $1,415 | $11,458-87.7% | $8,548-83.4% | $10,828-86.9% |