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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 | $12,627 | $135,956-90.7% | $123,894-89.8% | $273,972-95.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 149.48% | 56.63%+92.9pp | 47.52%+102.0pp | 41.46%+108.0pp |
| Employer contribution / active EE | $2,289 | $5,170-55.7% | $4,617-50.4% | $4,869-53.0% |
| Participant deferral / active EE | $5,122 | $6,343-19.2% | $5,984-14.4% | $5,287-3.1% |
| Admin fee / account holder | $1,666 | $9,817-83.0% | $8,357-80.1% | $10,133-83.6% |