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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 | $11,419 | $183,627-93.8% | $155,602-92.7% | $145,978-92.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,246 | $5,316-76.6% | $4,675-73.4% | $4,662-73.3% |
| Participant deferral / active EE | $2,604 | $6,466-59.7% | $5,629-53.7% | $6,690-61.1% |
| Admin fee / account holder | $486 | $19,327-97.5% | $15,923-96.9% | $13,400-96.4% |