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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 | $27,984 | $223,823-87.5% | $211,142-86.7% | $154,746-81.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.59% | 50.39%-37.8pp | 46.84%-34.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $2,951 | $6,787-56.5% | $6,442-54.2% | $4,379-32.6% |
| Participant deferral / active EE | $11,645 | $9,750+19.4% | $9,284+25.4% | $6,730+73.0% |
| Admin fee / account holder | $19,806 | $19,707+0.5% | $19,076+3.8% | $14,365+37.9% |