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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 | $8,847 | $135,956-93.5% | $123,894-92.9% | $273,972-96.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.84% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $4,252 | $5,170-17.8% | $4,617-7.9% | $4,869-12.7% |
| Participant deferral / active EE | $2,503 | $6,343-60.5% | $5,984-58.2% | $5,287-52.7% |
| Admin fee / account holder | $535 | $9,817-94.6% | $8,357-93.6% | $10,133-94.7% |