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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 | $10,622 | $154,228-93.1% | $145,433-92.7% | $137,256-92.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.92% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,362 | $4,804-30.0% | $4,554-26.2% | $4,156-19.1% |
| Participant deferral / active EE | $4,261 | $8,216-48.1% | $7,897-46.0% | $6,407-33.5% |
| Admin fee / account holder | $427 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |