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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 | $22,968 | $217,432-89.4% | $185,851-87.6% | $167,553-86.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.09% | 148.43%-134.3pp | 122.11%-108.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $3,334 | $5,874-43.2% | $5,168-35.5% | $4,840-31.1% |
| Participant deferral / active EE | $11,077 | $6,357+74.2% | $5,569+98.9% | $6,343+74.6% |
| Admin fee / account holder | $715 | $19,820-96.4% | $16,245-95.6% | $12,316-94.2% |