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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 | $14,552 | $178,174-91.8% | $156,181-90.7% | $137,256-89.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 26.51% | 84.19%-57.7pp | 64.87%-38.4pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,377 | $4,972-52.2% | $4,294-44.6% | $4,156-42.8% |
| Participant deferral / active EE | $4,643 | $6,888-32.6% | $6,132-24.3% | $6,407-27.5% |
| Admin fee / account holder | $620 | $17,404-96.4% | $14,586-95.8% | $12,270-95.0% |