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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 | $15,624 | $209,336-92.5% | $197,124-92.1% | $137,256-88.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.15% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,778 | $6,591-57.9% | $6,227-55.4% | $4,156-33.2% |
| Participant deferral / active EE | $7,152 | $9,614-25.6% | $9,135-21.7% | $6,407+11.6% |
| Admin fee / account holder | $3,140 | $17,308-81.9% | $16,298-80.7% | $12,270-74.4% |