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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 | $28,935 | $196,972-85.3% | $182,262-84.1% | $198,609-85.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.49% | 158.27%-136.8pp | 140.60%-119.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,723 | $5,364-67.9% | $5,046-65.9% | $5,055-65.9% |
| Participant deferral / active EE | $6,882 | $8,643-20.4% | $8,276-16.9% | $6,977-1.4% |
| Admin fee / account holder | $494 | $18,429-97.3% | $16,712-97.0% | $19,030-97.4% |