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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 | $16,873 | $93,598-82.0% | $135,974-87.6% | $75,173-77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 50.67% | 30.89%+19.8pp | 68.30%-17.6pp | 160.72%-110.0pp |
| Employer contribution / active EE | $2,682 | $3,538-24.2% | $4,859-44.8% | $2,671+0.4% |
| Participant deferral / active EE | $3,117 | $6,405-51.3% | $7,760-59.8% | $4,126-24.5% |
| Admin fee / account holder | $2,118 | $6,978-69.7% | $10,767-80.3% | $5,651-62.5% |