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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 | $8,219 | $211,224-96.1% | $178,505-95.4% | $145,897-94.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.01% | 30.28%-16.3pp | 27.16%-13.1pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,513 | $4,577-45.1% | $3,955-36.5% | $4,663-46.1% |
| Participant deferral / active EE | $2,652 | $6,966-61.9% | $6,280-57.8% | $6,689-60.4% |
| Admin fee / account holder | $1,123 | $12,109-90.7% | $10,428-89.2% | $13,390-91.6% |