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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 | $19,948 | $223,823-91.1% | $211,142-90.6% | $154,746-87.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.50% | 50.39%-26.9pp | 46.84%-23.3pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,532 | $6,787-62.7% | $6,442-60.7% | $4,379-42.2% |
| Participant deferral / active EE | $7,137 | $9,750-26.8% | $9,284-23.1% | $6,730+6.0% |
| Admin fee / account holder | $2,368 | $19,707-88.0% | $19,076-87.6% | $14,365-83.5% |