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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 | $12,893 | $105,623-87.8% | $87,502-85.3% | $273,972-95.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 111.53% | 12.26%+99.3pp | 12.21%+99.3pp | 41.46%+70.1pp |
| Employer contribution / active EE | $2,777 | $3,141-11.6% | $2,550+8.9% | $4,869-43.0% |
| Participant deferral / active EE | $3,589 | $3,601-0.3% | $3,149+14.0% | $5,287-32.1% |
| Admin fee / account holder | $393 | $4,781-91.8% | $4,221-90.7% | $10,133-96.1% |