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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 | $8,086 | $174,379-95.4% | $152,093-94.7% | $138,895-94.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.20% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,113 | $4,652-76.1% | $4,175-73.3% | $4,194-73.5% |
| Participant deferral / active EE | $1,928 | $6,159-68.7% | $5,451-64.6% | $6,396-69.9% |
| Admin fee / account holder | $1,296 | $16,880-92.3% | $14,497-91.1% | $12,562-89.7% |