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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 | $17,684 | $116,190-84.8% | $93,614-81.1% | $152,885-88.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.54% | 35.96%-25.4pp | 32.76%-22.2pp | 345.39%-334.8pp |
| Employer contribution / active EE | $1,981 | $3,219-38.5% | $2,718-27.1% | $4,763-58.4% |
| Participant deferral / active EE | $8,078 | $4,604+75.5% | $4,069+98.5% | $5,851+38.1% |
| Admin fee / account holder | $1,057 | $10,749-90.2% | $7,889-86.6% | $11,598-90.9% |