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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 | $18,202 | $154,209-88.2% | $130,062-86.0% | $139,487-87.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.99% | 32.52%-22.5pp | -137.37%+147.4pp | 373.84%-363.9pp |
| Employer contribution / active EE | $3,919 | $5,292-26.0% | $4,322-9.3% | $4,755-17.6% |
| Participant deferral / active EE | $11,255 | $6,709+67.8% | $5,821+93.4% | $6,713+67.7% |
| Admin fee / account holder | $323 | $13,988-97.7% | $10,601-97.0% | $11,407-97.2% |