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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 | $27,537 | $196,972-86.0% | $182,262-84.9% | $198,609-86.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.00% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $2,342 | $5,364-56.3% | $5,046-53.6% | $5,055-53.7% |
| Participant deferral / active EE | $5,929 | $8,643-31.4% | $8,276-28.4% | $6,977-15.0% |
| Admin fee / account holder | $2,661 | $18,429-85.6% | $16,712-84.1% | $19,030-86.0% |