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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 | $14,809 | $115,917-87.2% | $100,535-85.3% | $158,982-90.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.80% | 34.80%-16.0pp | 30.90%-12.1pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,834 | $4,105-55.3% | $3,419-46.4% | $4,763-61.5% |
| Participant deferral / active EE | $4,190 | $6,677-37.2% | $6,271-33.2% | $5,983-30.0% |
| Admin fee / account holder | $1,418 | $11,002-87.1% | $8,085-82.5% | $11,252-87.4% |