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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 | $22,760 | $86,298-73.6% | $111,308-79.6% | $85,847-73.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.67% | 19.99%-7.3pp | 54.67%-42.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $2,562 | $2,044+25.4% | $2,732-6.2% | $2,565-0.1% |
| Participant deferral / active EE | $3,487 | $3,641-4.2% | $4,487-22.3% | $3,952-11.8% |
| Admin fee / account holder | $778 | $8,189-90.5% | $7,965-90.2% | $6,261-87.6% |