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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 | $26,992 | $209,425-87.1% | $178,499-84.9% | $158,966-83.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.95% | 188.80%-157.8pp | 151.10%-120.2pp | 302.95%-272.0pp |
| Employer contribution / active EE | $1,976 | $5,707-65.4% | $5,011-60.6% | $4,762-58.5% |
| Participant deferral / active EE | $3,698 | $5,955-37.9% | $5,202-28.9% | $5,983-38.2% |
| Admin fee / account holder | $776 | $17,078-95.5% | $13,986-94.5% | $11,250-93.1% |