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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 | $24,822 | $152,619-83.7% | $125,195-80.2% | $152,909-83.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.75% | 54.85%-26.1pp | 43.79%-15.0pp | 345.46%-316.7pp |
| Employer contribution / active EE | $2,172 | $4,947-56.1% | $3,866-43.8% | $4,764-54.4% |
| Participant deferral / active EE | $9,712 | $5,869+65.5% | $4,937+96.7% | $5,851+66.0% |
| Admin fee / account holder | $769 | $13,437-94.3% | $9,704-92.1% | $11,601-93.4% |