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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 | $15,191 | $185,312-91.8% | $161,489-90.6% | $154,746-90.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.31% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $9,250 | $4,769+94.0% | $4,268+116.7% | $4,379+111.2% |
| Participant deferral / active EE | $31,000 | $6,350+388.2% | $5,630+450.6% | $6,730+360.6% |
| Admin fee / account holder | $14,160 | $18,654-24.1% | $16,006-11.5% | $14,365-1.4% |