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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 | $21,801 | $209,336-89.6% | $197,124-88.9% | $137,256-84.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.71% | 48.09%-24.4pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,220 | $6,591-66.3% | $6,227-64.4% | $4,156-46.6% |
| Participant deferral / active EE | $4,803 | $9,614-50.0% | $9,135-47.4% | $6,407-25.0% |
| Admin fee / account holder | $2,127 | $17,308-87.7% | $16,298-86.9% | $12,270-82.7% |