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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 | $23,055 | $209,336-89.0% | $197,124-88.3% | $137,256-83.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.54% | 48.09%-21.5pp | 44.34%-17.8pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,604 | $6,591-60.5% | $6,227-58.2% | $4,156-37.4% |
| Participant deferral / active EE | $10,317 | $9,614+7.3% | $9,135+12.9% | $6,407+61.0% |
| Admin fee / account holder | $1,958 | $17,308-88.7% | $16,298-88.0% | $12,270-84.0% |