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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 | $18,135 | $142,354-87.3% | $125,529-85.6% | $155,188-88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 7.75% | 306.06%-298.3pp | 202.56%-194.8pp | 148.84%-141.1pp |
| Employer contribution / active EE | $1,661 | $3,501-52.6% | $3,058-45.7% | $4,248-60.9% |
| Participant deferral / active EE | $3,556 | $5,491-35.2% | $4,813-26.1% | $6,531-45.5% |
| Admin fee / account holder | $3,660 | $19,392-81.1% | $16,298-77.5% | $14,480-74.7% |