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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 | $25,839 | $196,972-86.9% | $182,262-85.8% | $198,609-87.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.28% | 158.27%-150.0pp | 140.60%-132.3pp | 202.70%-194.4pp |
| Employer contribution / active EE | $2,071 | $5,364-61.4% | $5,046-59.0% | $5,055-59.0% |
| Participant deferral / active EE | $6,358 | $8,643-26.4% | $8,276-23.2% | $6,977-8.9% |
| Admin fee / account holder | $7,019 | $18,429-61.9% | $16,712-58.0% | $19,030-63.1% |