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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 | $17,079 | $223,823-92.4% | $211,142-91.9% | $154,746-89.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.89% | 50.39%-38.5pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,479 | $6,787-63.5% | $6,442-61.5% | $4,379-43.4% |
| Participant deferral / active EE | $4,142 | $9,750-57.5% | $9,284-55.4% | $6,730-38.5% |
| Admin fee / account holder | $12,662 | $19,707-35.8% | $19,076-33.6% | $14,365-11.9% |