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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 | $9,482 | $178,174-94.7% | $156,181-93.9% | $137,256-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.25% | 84.19%-58.9pp | 64.87%-39.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,014 | $4,972-59.5% | $4,294-53.1% | $4,156-51.5% |
| Participant deferral / active EE | $2,692 | $6,888-60.9% | $6,132-56.1% | $6,407-58.0% |
| Admin fee / account holder | $420 | $17,404-97.6% | $14,586-97.1% | $12,270-96.6% |