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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 | $20,602 | $166,268-87.6% | $165,100-87.5% | $145,897-85.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.30% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $5,451 | $5,284+3.2% | $4,348+25.4% | $4,663+16.9% |
| Participant deferral / active EE | $2,666 | $6,964-61.7% | $6,035-55.8% | $6,689-60.1% |
| Admin fee / account holder | $464 | $16,659-97.2% | $12,696-96.3% | $13,390-96.5% |