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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 | $21,925 | $93,345-76.5% | $119,126-81.6% | $87,485-74.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 29.95% | 19.08%+10.9pp | 282.11%-252.2pp | 26.06%+3.9pp |
| Employer contribution / active EE | $3,280 | $3,172+3.4% | $4,034-18.7% | $2,596+26.3% |
| Participant deferral / active EE | $5,391 | $4,099+31.5% | $5,318+1.4% | $4,274+26.2% |
| Admin fee / account holder | $3,062 | $8,039-61.9% | $10,693-71.4% | $7,775-60.6% |