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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 | $13,272 | $154,228-91.4% | $145,433-90.9% | $137,256-90.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.24% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,372 | $4,804-71.4% | $4,554-69.9% | $4,156-67.0% |
| Participant deferral / active EE | $2,787 | $8,216-66.1% | $7,897-64.7% | $6,407-56.5% |
| Admin fee / account holder | $1,316 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |