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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 | $21,649 | $178,174-87.8% | $156,181-86.1% | $137,256-84.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 24.39% | 84.19%-59.8pp | 64.87%-40.5pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,661 | $4,972-66.6% | $4,294-61.3% | $4,156-60.0% |
| Participant deferral / active EE | $3,593 | $6,888-47.8% | $6,132-41.4% | $6,407-43.9% |
| Admin fee / account holder | $380 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |