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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 | $11,233 | $154,228-92.7% | $145,433-92.3% | $137,256-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,026 | $4,804-78.6% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $2,600 | $8,216-68.4% | $7,897-67.1% | $6,407-59.4% |
| Admin fee / account holder | $810 | $14,344-94.4% | $13,129-93.8% | $12,270-93.4% |