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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 | $21,620 | $98,766-78.1% | $149,730-85.6% | $79,852-72.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.97% | 27.43%-9.5pp | 276.70%-258.7pp | 31.72%-13.7pp |
| Employer contribution / active EE | $3,852 | $3,217+19.7% | $4,645-17.1% | $2,471+55.9% |
| Participant deferral / active EE | $9,609 | $5,681+69.1% | $6,843+40.4% | $3,740+156.9% |
| Admin fee / account holder | $2,696 | $6,052-55.5% | $9,310-71.0% | $5,306-49.2% |