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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 | $18,994 | $166,268-88.6% | $165,100-88.5% | $145,897-87.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.39% | 100.52%-85.1pp | 70.21%-54.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,727 | $5,284-48.4% | $4,348-37.3% | $4,663-41.5% |
| Participant deferral / active EE | $9,349 | $6,964+34.2% | $6,035+54.9% | $6,689+39.8% |
| Admin fee / account holder | $13,127 | $16,659-21.2% | $12,696+3.4% | $13,390-2.0% |