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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 | $23,914 | $196,972-87.9% | $182,262-86.9% | $198,609-88.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.62% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $1,952 | $5,364-63.6% | $5,046-61.3% | $5,055-61.4% |
| Participant deferral / active EE | $5,761 | $8,643-33.3% | $8,276-30.4% | $6,977-17.4% |
| Admin fee / account holder | $3,790 | $18,429-79.4% | $16,712-77.3% | $19,030-80.1% |