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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 | $28,924 | $183,988-84.3% | $162,177-82.2% | $152,897-81.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.60% | 150.79%-132.2pp | 115.60%-97.0pp | 345.43%-326.8pp |
| Employer contribution / active EE | $2,040 | $6,370-68.0% | $5,613-63.6% | $4,764-57.2% |
| Participant deferral / active EE | $3,645 | $8,032-54.6% | $7,297-50.0% | $5,851-37.7% |
| Admin fee / account holder | $1,235 | $13,123-90.6% | $10,843-88.6% | $11,599-89.4% |