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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 | $22,802 | $89,259-74.5% | $107,187-78.7% | $82,637-72.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.68% | 21.02%+0.7pp | 204.55%-182.9pp | 53.51%-31.8pp |
| Employer contribution / active EE | $2,080 | $3,080-32.5% | $3,782-45.0% | $2,552-18.5% |
| Participant deferral / active EE | $5,141 | $4,037+27.3% | $5,096+0.9% | $4,126+24.6% |
| Admin fee / account holder | $1,695 | $7,381-77.0% | $9,162-81.5% | $7,339-76.9% |