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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 | $10,022 | $112,915-91.1% | $90,965-89.0% | $158,950-93.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.53% | 215.75%-195.2pp | 134.57%-114.0pp | 302.91%-282.4pp |
| Employer contribution / active EE | $4,133 | $2,894+42.8% | $2,122+94.8% | $4,762-13.2% |
| Participant deferral / active EE | $4,693 | $4,128+13.7% | $3,373+39.1% | $5,983-21.6% |
| Admin fee / account holder | $2,960 | $8,044-63.2% | $5,960-50.3% | $11,248-73.7% |