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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 | $209,336-90.8% | $197,124-90.2% | $137,256-86.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 32.32% | 48.09%-15.8pp | 44.34%-12.0pp | 220.34%-188.0pp |
| Employer contribution / active EE | $2,888 | $6,591-56.2% | $6,227-53.6% | $4,156-30.5% |
| Participant deferral / active EE | $6,004 | $9,614-37.6% | $9,135-34.3% | $6,407-6.3% |
| Admin fee / account holder | $1,760 | $17,308-89.8% | $16,298-89.2% | $12,270-85.7% |