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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 | $13,097 | $154,228-91.5% | $145,433-91.0% | $137,256-90.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 56.42% | 74.59%-18.2pp | 66.58%-10.2pp | 220.34%-163.9pp |
| Employer contribution / active EE | $1,882 | $4,804-60.8% | $4,554-58.7% | $4,156-54.7% |
| Participant deferral / active EE | $3,529 | $8,216-57.0% | $7,897-55.3% | $6,407-44.9% |
| Admin fee / account holder | $322 | $14,344-97.8% | $13,129-97.5% | $12,270-97.4% |