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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 | $8,453 | $154,228-94.5% | $145,433-94.2% | $137,256-93.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.48% | 74.59%-40.1pp | 66.58%-32.1pp | 220.34%-185.9pp |
| Employer contribution / active EE | $1,491 | $4,804-69.0% | $4,554-67.3% | $4,156-64.1% |
| Participant deferral / active EE | $5,156 | $8,216-37.3% | $7,897-34.7% | $6,407-19.5% |
| Admin fee / account holder | $616 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |