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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 | $26,303 | $217,432-87.9% | $185,849-85.8% | $167,536-84.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.73% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $4,311 | $5,875-26.6% | $5,169-16.6% | $4,839-10.9% |
| Participant deferral / active EE | $5,370 | $6,357-15.5% | $5,569-3.6% | $6,342-15.3% |
| Admin fee / account holder | $802 | $19,818-96.0% | $16,244-95.1% | $12,315-93.5% |