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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 | $8,832 | $115,903-92.4% | $100,528-91.2% | $158,966-94.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 33.43% | 34.80%-1.4pp | 30.90%+2.5pp | 302.95%-269.5pp |
| Employer contribution / active EE | $5,969 | $4,105+45.4% | $3,419+74.6% | $4,762+25.3% |
| Participant deferral / active EE | $3,881 | $6,677-41.9% | $6,271-38.1% | $5,983-35.1% |
| Admin fee / account holder | $566 | $11,000-94.9% | $8,084-93.0% | $11,250-95.0% |