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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 | $10,841 | $154,228-93.0% | $145,433-92.5% | $137,256-92.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.83% | 74.59%-46.8pp | 66.58%-38.8pp | 220.34%-192.5pp |
| Employer contribution / active EE | $2,277 | $4,804-52.6% | $4,554-50.0% | $4,156-45.2% |
| Participant deferral / active EE | $3,026 | $8,216-63.2% | $7,897-61.7% | $6,407-52.8% |
| Admin fee / account holder | $314 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |