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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 | $7,644 | $156,398-95.1% | $147,318-94.8% | $138,895-94.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.76% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,484 | $4,853-69.4% | $4,593-67.7% | $4,194-64.6% |
| Participant deferral / active EE | $2,687 | $8,237-67.4% | $7,906-66.0% | $6,396-58.0% |
| Admin fee / account holder | $906 | $14,976-94.0% | $13,708-93.4% | $12,562-92.8% |