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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 | $12,390 | $117,846-89.5% | $102,434-87.9% | $145,884-91.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.21% | 31.90%-15.7pp | 29.46%-13.3pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,952 | $3,615-46.0% | $3,023-35.4% | $4,662-58.1% |
| Participant deferral / active EE | $4,033 | $5,733-29.7% | $5,055-20.2% | $6,690-39.7% |
| Admin fee / account holder | $1,347 | $13,356-89.9% | $9,462-85.8% | $13,392-89.9% |