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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 | $13,115 | $117,895-88.9% | $102,460-87.2% | $145,897-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.66% | 31.92%-14.3pp | 29.47%-11.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,346 | $3,619-35.2% | $3,025-22.5% | $4,663-49.7% |
| Participant deferral / active EE | $4,019 | $5,736-29.9% | $5,056-20.5% | $6,689-39.9% |
| Admin fee / account holder | $2,024 | $13,353-84.8% | $9,460-78.6% | $13,390-84.9% |