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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 | $20,100 | $201,344-90.0% | $184,243-89.1% | $145,877-86.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,258 | $7,022-67.8% | $6,427-64.9% | $4,663-51.6% |
| Participant deferral / active EE | $8,900 | $9,807-9.2% | $9,132-2.5% | $6,691+33.0% |
| Admin fee / account holder | $1,351 | $16,382-91.8% | $13,914-90.3% | $13,402-89.9% |