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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 | $11,859 | $165,361-92.8% | $149,715-92.1% | $158,950-92.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.99% | 348.24%-324.2pp | 276.66%-252.7pp | 302.91%-278.9pp |
| Employer contribution / active EE | $3,525 | $5,103-30.9% | $4,645-24.1% | $4,762-26.0% |
| Participant deferral / active EE | $5,261 | $7,182-26.7% | $6,842-23.1% | $5,983-12.1% |
| Admin fee / account holder | $1,085 | $10,808-90.0% | $9,310-88.3% | $11,248-90.4% |