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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 | $22,611 | $227,291-90.1% | $214,702-89.5% | $155,188-85.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.32% | 60.08%-43.8pp | 54.55%-38.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,753 | $6,772-74.1% | $6,461-72.9% | $4,248-58.7% |
| Participant deferral / active EE | $5,782 | $9,582-39.7% | $9,147-36.8% | $6,531-11.5% |
| Admin fee / account holder | $2,343 | $20,413-88.5% | $19,830-88.2% | $14,480-83.8% |