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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 | $10,124 | $178,174-94.3% | $156,181-93.5% | $137,256-92.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.34% | 84.19%-61.8pp | 64.87%-42.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,505 | $4,972-29.5% | $4,294-18.4% | $4,156-15.7% |
| Participant deferral / active EE | $4,149 | $6,888-39.8% | $6,132-32.3% | $6,407-35.2% |
| Admin fee / account holder | $1,149 | $17,404-93.4% | $14,586-92.1% | $12,270-90.6% |