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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 | $26,793 | $197,637-86.4% | $177,848-84.9% | $158,982-83.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.43% | 58.77%-40.3pp | 48.33%-29.9pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,787 | $6,698-73.3% | $5,919-69.8% | $4,763-62.5% |
| Participant deferral / active EE | $3,925 | $8,405-53.3% | $7,714-49.1% | $5,983-34.4% |
| Admin fee / account holder | $356 | $15,406-97.7% | $12,431-97.1% | $11,252-96.8% |