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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 | $15,846 | $185,312-91.4% | $161,489-90.2% | $154,746-89.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 11.91% | 103.84%-91.9pp | 89.72%-77.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $10,490 | $4,769+120.0% | $4,268+145.8% | $4,379+139.6% |
| Participant deferral / active EE | $13,165 | $6,350+107.3% | $5,630+133.8% | $6,730+95.6% |
| Admin fee / account holder | $422,430 | $18,654+2164.5% | $16,006+2539.3% | $14,365+2840.6% |