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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 | $19,873 | $275,752-92.8% | $256,809-92.3% | $198,609-90.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.18% | 34.81%-12.6pp | 32.73%-10.5pp | 202.70%-180.5pp |
| Employer contribution / active EE | $3,114 | $7,721-59.7% | $7,263-57.1% | $5,055-38.4% |
| Participant deferral / active EE | $5,228 | $10,037-47.9% | $9,520-45.1% | $6,977-25.1% |
| Admin fee / account holder | $360 | $25,716-98.6% | $25,146-98.6% | $19,030-98.1% |