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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 | $13,731 | $155,555-91.2% | $146,866-90.7% | $155,188-91.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.12% | 115.41%-93.3pp | 102.85%-80.7pp | 148.84%-126.7pp |
| Employer contribution / active EE | $1,588 | $4,647-65.8% | $4,425-64.1% | $4,248-62.6% |
| Participant deferral / active EE | $2,909 | $8,044-63.8% | $7,759-62.5% | $6,531-55.5% |
| Admin fee / account holder | $436 | $14,755-97.0% | $13,620-96.8% | $14,480-97.0% |