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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 | $51,177 | $275,752-81.4% | $256,809-80.1% | $198,609-74.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.83% | 34.81%-23.0pp | 32.73%-20.9pp | 202.70%-190.9pp |
| Employer contribution / active EE | $15,628 | $7,721+102.4% | $7,263+115.2% | $5,055+209.1% |
| Participant deferral / active EE | $13,376 | $10,037+33.3% | $9,520+40.5% | $6,977+91.7% |
| Admin fee / account holder | $466 | $25,716-98.2% | $25,146-98.1% | $19,030-97.6% |