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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 | $11,024 | $134,817-91.8% | $123,973-91.1% | $155,188-92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.43% | 515.49%-502.1pp | 388.13%-374.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,604 | $4,425-41.1% | $4,126-36.9% | $4,248-38.7% |
| Participant deferral / active EE | $4,962 | $5,706-13.0% | $5,247-5.4% | $6,531-24.0% |
| Admin fee / account holder | $3,358 | $13,245-74.7% | $11,799-71.5% | $14,480-76.8% |