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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 | $22,611 | $212,386-89.4% | $199,883-88.7% | $138,895-83.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.32% | 47.75%-31.4pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,753 | $6,625-73.5% | $6,261-72.0% | $4,194-58.2% |
| Participant deferral / active EE | $5,782 | $9,617-39.9% | $9,138-36.7% | $6,396-9.6% |
| Admin fee / account holder | $2,343 | $18,233-87.2% | $17,268-86.4% | $12,562-81.3% |