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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 | $27,925 | $223,823-87.5% | $211,142-86.8% | $154,746-82.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.60% | 50.39%-35.8pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,680 | $6,787-60.5% | $6,442-58.4% | $4,379-38.8% |
| Participant deferral / active EE | $5,257 | $9,750-46.1% | $9,284-43.4% | $6,730-21.9% |
| Admin fee / account holder | $1,670 | $19,707-91.5% | $19,076-91.2% | $14,365-88.4% |