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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 | $202,541 | $185,887+9.0% | $179,823+12.6% | $330,599-38.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.7%+56.3pp |
| Annual return | 13.37% | 174.20%-160.8pp | 148.78%-135.4pp | 13.05%+0.3pp |
| Employer contribution / active EE | $27,805 | $30,844-9.9% | $26,858+3.5% | $37,664-26.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $10,088 | $1,660+507.6% | $1,660+507.6% | $31,365-67.8% |