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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 | $20,398 | $228,352-91.1% | $185,827-89.0% | $158,950-87.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.77% | 40.81%-22.0pp | 35.96%-17.2pp | 302.91%-284.1pp |
| Employer contribution / active EE | $2,922 | $4,967-41.2% | $4,087-28.5% | $4,762-38.6% |
| Participant deferral / active EE | $4,576 | $6,416-28.7% | $5,633-18.8% | $5,983-23.5% |
| Admin fee / account holder | $911 | $11,867-92.3% | $9,502-90.4% | $11,248-91.9% |