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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 | $14,859 | $212,386-93.0% | $199,883-92.6% | $138,895-89.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.74% | 47.75%-29.0pp | 43.81%-25.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,594 | $6,625-60.8% | $6,261-58.6% | $4,194-38.1% |
| Participant deferral / active EE | $5,609 | $9,617-41.7% | $9,138-38.6% | $6,396-12.3% |
| Admin fee / account holder | $919 | $18,233-95.0% | $17,268-94.7% | $12,562-92.7% |