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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 | $11,678 | $201,259-94.2% | $184,200-93.7% | $145,959-92.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.05% | 28.98%-14.9pp | 28.80%-14.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,118 | $7,018-69.8% | $6,424-67.0% | $4,661-54.6% |
| Participant deferral / active EE | $5,122 | $9,806-47.8% | $9,132-43.9% | $6,689-23.4% |
| Admin fee / account holder | $1,777 | $16,372-89.1% | $13,907-87.2% | $13,398-86.7% |