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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 | $16,309 | $165,399-90.1% | $149,745-89.1% | $158,982-89.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.67% | 348.34%-330.7pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,055 | $5,105-59.7% | $4,646-55.8% | $4,763-56.8% |
| Participant deferral / active EE | $4,932 | $7,183-31.3% | $6,843-27.9% | $5,983-17.6% |
| Admin fee / account holder | $3,747 | $10,811-65.3% | $9,312-59.8% | $11,252-66.7% |