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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 | $23,425 | $217,432-89.2% | $185,851-87.4% | $167,553-86.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.48% | 148.43%-132.9pp | 122.11%-106.6pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,908 | $5,874-67.5% | $5,168-63.1% | $4,840-60.6% |
| Participant deferral / active EE | $3,269 | $6,357-48.6% | $5,569-41.3% | $6,343-48.5% |
| Admin fee / account holder | $4,678 | $19,820-76.4% | $16,245-71.2% | $12,316-62.0% |