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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 | $24,074 | $95,453-74.8% | $112,040-78.5% | $82,448-70.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 91.48% | 23.92%+67.6pp | 24.52%+67.0pp | 41.64%+49.8pp |
| Employer contribution / active EE | $3,618 | $2,318+56.1% | $2,954+22.5% | $2,551+41.8% |
| Participant deferral / active EE | $5,921 | $4,224+40.2% | $5,098+16.1% | $4,139+43.0% |
| Admin fee / account holder | $946 | $9,013-89.5% | $12,098-92.2% | $7,234-86.9% |