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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 | $13,435 | $162,136-91.7% | $152,301-91.2% | $154,746-91.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.54% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,961 | $4,890-39.4% | $4,624-36.0% | $4,379-32.4% |
| Participant deferral / active EE | $6,078 | $8,341-27.1% | $8,004-24.1% | $6,730-9.7% |
| Admin fee / account holder | $896 | $15,759-94.3% | $14,398-93.8% | $14,365-93.8% |