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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 | $15,005 | $154,209-90.3% | $130,062-88.5% | $139,487-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.93% | 32.52%-10.6pp | -137.37%+159.3pp | 373.84%-351.9pp |
| Employer contribution / active EE | $5,458 | $5,292+3.1% | $4,322+26.3% | $4,755+14.8% |
| Participant deferral / active EE | $10,223 | $6,709+52.4% | $5,821+75.6% | $6,713+52.3% |
| Admin fee / account holder | $2,725 | $13,988-80.5% | $10,601-74.3% | $11,407-76.1% |