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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 | $19,874 | $166,131-88.0% | $164,975-88.0% | $145,877-86.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.02% | 100.37%-86.3pp | 70.12%-56.1pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,656 | $5,276-49.6% | $4,343-38.8% | $4,663-43.0% |
| Participant deferral / active EE | $10,204 | $6,962+46.6% | $6,033+69.1% | $6,691+52.5% |
| Admin fee / account holder | $419 | $16,648-97.5% | $12,688-96.7% | $13,402-96.9% |