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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 | $20,763 | $171,492-87.9% | $150,734-86.2% | $198,609-89.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.07% | 804.70%-787.6pp | 600.81%-583.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,961 | $5,470-64.1% | $4,918-60.1% | $5,055-61.2% |
| Participant deferral / active EE | $6,989 | $6,259+11.7% | $5,610+24.6% | $6,977+0.2% |
| Admin fee / account holder | $494 | $17,628-97.2% | $14,905-96.7% | $19,030-97.4% |