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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 | $13,490 | $154,228-91.3% | $145,433-90.7% | $137,256-90.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.48% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,962 | $4,804-59.2% | $4,554-56.9% | $4,156-52.8% |
| Participant deferral / active EE | $3,163 | $8,216-61.5% | $7,897-60.0% | $6,407-50.6% |
| Admin fee / account holder | $1,427 | $14,344-90.1% | $13,129-89.1% | $12,270-88.4% |