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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 | $23,698 | $201,370-88.2% | $184,256-87.1% | $145,897-83.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.60% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $3,757 | $7,024-46.5% | $6,427-41.5% | $4,663-19.4% |
| Participant deferral / active EE | $5,322 | $9,808-45.7% | $9,133-41.7% | $6,689-20.4% |
| Admin fee / account holder | $5,319 | $16,364-67.5% | $13,899-61.7% | $13,390-60.3% |