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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 | $24,709 | $196,972-87.5% | $182,262-86.4% | $198,609-87.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.84% | 158.27%-140.4pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,786 | $5,364-66.7% | $5,046-64.6% | $5,055-64.7% |
| Participant deferral / active EE | $4,450 | $8,643-48.5% | $8,276-46.2% | $6,977-36.2% |
| Admin fee / account holder | $812 | $18,429-95.6% | $16,712-95.1% | $19,030-95.7% |