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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 | $20,364 | $198,462-89.7% | $170,439-88.1% | $147,585-86.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.54% | 257.30%-241.8pp | 205.94%-190.4pp | 578.58%-563.0pp |
| Employer contribution / active EE | $1,699 | $6,184-72.5% | $5,433-68.7% | $4,876-65.2% |
| Participant deferral / active EE | $3,277 | $5,629-41.8% | $4,939-33.7% | $5,439-39.7% |
| Admin fee / account holder | $895 | $16,852-94.7% | $13,881-93.6% | $10,886-91.8% |