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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 | $212,386-91.7% | $199,883-91.2% | $138,895-87.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.11% | 47.75%-25.6pp | 43.81%-21.7pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,745 | $6,625-73.7% | $6,261-72.1% | $4,194-58.4% |
| Participant deferral / active EE | $11,964 | $9,617+24.4% | $9,138+30.9% | $6,396+87.0% |
| Admin fee / account holder | $1,836 | $18,233-89.9% | $17,268-89.4% | $12,562-85.4% |