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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 | $18,807 | $196,972-90.5% | $182,262-89.7% | $198,609-90.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.04% | 158.27%-140.2pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,915 | $5,364-45.7% | $5,046-42.2% | $5,055-42.3% |
| Participant deferral / active EE | $4,564 | $8,643-47.2% | $8,276-44.9% | $6,977-34.6% |
| Admin fee / account holder | $565 | $18,429-96.9% | $16,712-96.6% | $19,030-97.0% |