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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 | $26,130 | $197,637-86.8% | $177,848-85.3% | $158,982-83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.06% | 58.77%-38.7pp | 48.33%-28.3pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,876 | $6,698-72.0% | $5,919-68.3% | $4,763-60.6% |
| Participant deferral / active EE | $8,964 | $8,405+6.7% | $7,714+16.2% | $5,983+49.8% |
| Admin fee / account holder | $3,126 | $15,406-79.7% | $12,431-74.9% | $11,252-72.2% |