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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 | $15,231 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.69% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,082 | $4,804-56.7% | $4,554-54.3% | $4,156-49.9% |
| Participant deferral / active EE | $3,114 | $8,216-62.1% | $7,897-60.6% | $6,407-51.4% |
| Admin fee / account holder | $1,629 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |