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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 | $15,048 | $227,291-93.4% | $214,702-93.0% | $155,188-90.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 25.13% | 60.08%-34.9pp | 54.55%-29.4pp | 148.84%-123.7pp |
| Employer contribution / active EE | $1,791 | $6,772-73.6% | $6,461-72.3% | $4,248-57.8% |
| Participant deferral / active EE | $4,718 | $9,582-50.8% | $9,147-48.4% | $6,531-27.8% |
| Admin fee / account holder | $926 | $20,413-95.5% | $19,830-95.3% | $14,480-93.6% |