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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 | $26,012 | $275,752-90.6% | $256,809-89.9% | $198,609-86.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 24.09% | 34.81%-10.7pp | 32.73%-8.6pp | 202.70%-178.6pp |
| Employer contribution / active EE | $3,929 | $7,721-49.1% | $7,263-45.9% | $5,055-22.3% |
| Participant deferral / active EE | $4,517 | $10,037-55.0% | $9,520-52.5% | $6,977-35.3% |
| Admin fee / account holder | $523 | $25,716-98.0% | $25,146-97.9% | $19,030-97.3% |