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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 | $18,347 | $178,174-89.7% | $156,181-88.3% | $137,256-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.71% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,396 | $4,972-71.9% | $4,294-67.5% | $4,156-66.4% |
| Participant deferral / active EE | $3,156 | $6,888-54.2% | $6,132-48.5% | $6,407-50.7% |
| Admin fee / account holder | $2,526 | $17,404-85.5% | $14,586-82.7% | $12,270-79.4% |