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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 | $19,256 | $223,823-91.4% | $211,142-90.9% | $154,746-87.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 32.32% | 50.39%-18.1pp | 46.84%-14.5pp | 172.34%-140.0pp |
| Employer contribution / active EE | $2,888 | $6,787-57.4% | $6,442-55.2% | $4,379-34.0% |
| Participant deferral / active EE | $6,004 | $9,750-38.4% | $9,284-35.3% | $6,730-10.8% |
| Admin fee / account holder | $1,760 | $19,707-91.1% | $19,076-90.8% | $14,365-87.7% |