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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 | $21,859 | $157,276-86.1% | $141,177-84.5% | $152,885-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.85% | 64.33%-38.5pp | 71.40%-45.5pp | 345.39%-319.5pp |
| Employer contribution / active EE | $3,305 | $5,262-37.2% | $4,736-30.2% | $4,763-30.6% |
| Participant deferral / active EE | $7,228 | $7,110+1.7% | $6,710+7.7% | $5,851+23.5% |
| Admin fee / account holder | $11,449 | $12,123-5.6% | $10,263+11.6% | $11,598-1.3% |