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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 | $20,794 | $93,345-77.7% | $119,126-82.5% | $87,485-76.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.23% | 19.08%-6.9pp | 282.11%-269.9pp | 26.06%-13.8pp |
| Employer contribution / active EE | $3,889 | $3,172+22.6% | $4,034-3.6% | $2,596+49.8% |
| Participant deferral / active EE | $4,839 | $4,099+18.1% | $5,318-9.0% | $4,274+13.2% |
| Admin fee / account holder | $653 | $8,039-91.9% | $10,693-93.9% | $7,775-91.6% |