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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 | $13,978 | $178,174-92.2% | $156,181-91.1% | $137,256-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.37% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,031 | $4,972-59.1% | $4,294-52.7% | $4,156-51.1% |
| Participant deferral / active EE | $3,298 | $6,888-52.1% | $6,132-46.2% | $6,407-48.5% |
| Admin fee / account holder | $1,477 | $17,404-91.5% | $14,586-89.9% | $12,270-88.0% |