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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 | $12,772 | $178,174-92.8% | $156,181-91.8% | $137,256-90.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.84% | 84.19%-67.4pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,747 | $4,972-64.9% | $4,294-59.3% | $4,156-58.0% |
| Participant deferral / active EE | $3,752 | $6,888-45.5% | $6,132-38.8% | $6,407-41.4% |
| Admin fee / account holder | $1,015 | $17,404-94.2% | $14,586-93.0% | $12,270-91.7% |