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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 | $8,932 | $178,174-95.0% | $156,181-94.3% | $137,256-93.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.62% | 84.19%-58.6pp | 64.87%-39.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,896 | $4,972-61.9% | $4,294-55.9% | $4,156-54.4% |
| Participant deferral / active EE | $2,639 | $6,888-61.7% | $6,132-57.0% | $6,407-58.8% |
| Admin fee / account holder | $1,284 | $17,404-92.6% | $14,586-91.2% | $12,270-89.5% |