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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 | $19,482 | $105,200-81.5% | $159,474-87.8% | $85,847-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.24% | 45.08%-26.8pp | 263.68%-245.4pp | 318.61%-300.4pp |
| Employer contribution / active EE | $3,079 | $3,319-7.2% | $4,831-36.3% | $2,565+20.0% |
| Participant deferral / active EE | $4,999 | $5,946-15.9% | $7,353-32.0% | $3,952+26.5% |
| Admin fee / account holder | $824 | $6,934-88.1% | $10,802-92.4% | $6,261-86.8% |