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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 | $20,885 | $209,422-90.0% | $178,503-88.3% | $158,982-86.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.80% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $6,082 | $5,707+6.6% | $5,011+21.4% | $4,763+27.7% |
| Participant deferral / active EE | $6,936 | $5,955+16.5% | $5,202+33.3% | $5,983+15.9% |
| Admin fee / account holder | $1,273 | $17,079-92.5% | $13,987-90.9% | $11,252-88.7% |