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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 | $19,809 | $103,392-80.8% | $87,104-77.3% | $152,897-87.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.38% | 28.10%-11.7pp | 28.19%-11.8pp | 345.43%-329.1pp |
| Employer contribution / active EE | $2,813 | $3,221-12.7% | $2,521+11.6% | $4,764-40.9% |
| Participant deferral / active EE | $1,619 | $4,778-66.1% | $4,048-60.0% | $5,851-72.3% |
| Admin fee / account holder | $424 | $12,194-96.5% | $7,491-94.3% | $11,599-96.3% |