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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 | $30,009 | $196,972-84.8% | $182,262-83.5% | $198,609-84.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.19% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $2,054 | $5,364-61.7% | $5,046-59.3% | $5,055-59.4% |
| Participant deferral / active EE | $4,107 | $8,643-52.5% | $8,276-50.4% | $6,977-41.1% |
| Admin fee / account holder | $361 | $18,429-98.0% | $16,712-97.8% | $19,030-98.1% |