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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 | $12,764 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.21% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,546 | $4,804-47.0% | $4,554-44.1% | $4,156-38.7% |
| Participant deferral / active EE | $4,149 | $8,216-49.5% | $7,897-47.5% | $6,407-35.2% |
| Admin fee / account holder | $1,163 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |