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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 | $23,629 | $162,821-85.5% | $133,978-82.4% | $158,982-85.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.95% | 41.95%-31.0pp | 45.10%-34.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $2,616 | $4,976-47.4% | $3,919-33.3% | $4,763-45.1% |
| Participant deferral / active EE | $9,432 | $5,910+59.6% | $5,047+86.9% | $5,983+57.6% |
| Admin fee / account holder | $4,095 | $11,742-65.1% | $8,930-54.1% | $11,252-63.6% |