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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 | $17,420 | $127,387-86.3% | $115,038-84.9% | $125,389-86.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.03% | 31.28%-26.2pp | 26.14%-21.1pp | 282.24%-277.2pp |
| Employer contribution / active EE | $10,601 | $5,166+105.2% | $4,608+130.1% | $4,866+117.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,072 | $9,516-78.2% | $8,175-74.7% | $9,541-78.3% |