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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 | $17,622 | $209,336-91.6% | $197,124-91.1% | $137,256-87.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.11% | 48.09%-26.0pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,745 | $6,591-73.5% | $6,227-72.0% | $4,156-58.0% |
| Participant deferral / active EE | $11,964 | $9,614+24.4% | $9,135+31.0% | $6,407+86.7% |
| Admin fee / account holder | $1,836 | $17,308-89.4% | $16,298-88.7% | $12,270-85.0% |