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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 | $9,406 | $154,228-93.9% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.94% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,896 | $4,804-60.5% | $4,554-58.4% | $4,156-54.4% |
| Participant deferral / active EE | $2,773 | $8,216-66.2% | $7,897-64.9% | $6,407-56.7% |
| Admin fee / account holder | $764 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |