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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 | $14,568 | $162,136-91.0% | $152,301-90.4% | $154,746-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.71% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,242 | $4,890-54.1% | $4,624-51.5% | $4,379-48.8% |
| Participant deferral / active EE | $4,725 | $8,341-43.4% | $8,004-41.0% | $6,730-29.8% |
| Admin fee / account holder | $2,015 | $15,759-87.2% | $14,398-86.0% | $14,365-86.0% |