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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 | $11,991 | $129,737-90.8% | $119,126-89.9% | $154,746-92.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.98% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,986 | $4,375-54.6% | $4,034-50.8% | $4,379-54.6% |
| Participant deferral / active EE | $3,101 | $5,842-46.9% | $5,318-41.7% | $6,730-53.9% |
| Admin fee / account holder | $1,003 | $11,961-91.6% | $10,693-90.6% | $14,365-93.0% |