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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 | $25,971 | $201,370-87.1% | $184,256-85.9% | $145,897-82.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.40% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $5,178 | $7,024-26.3% | $6,427-19.4% | $4,663+11.1% |
| Participant deferral / active EE | $8,662 | $9,808-11.7% | $9,133-5.2% | $6,689+29.5% |
| Admin fee / account holder | $1,471 | $16,364-91.0% | $13,899-89.4% | $13,390-89.0% |