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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 | $12,484 | $162,136-92.3% | $152,301-91.8% | $154,746-91.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.77% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,065 | $4,890-78.2% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $3,126 | $8,341-62.5% | $8,004-60.9% | $6,730-53.6% |
| Admin fee / account holder | $1,442 | $15,759-90.8% | $14,398-90.0% | $14,365-90.0% |