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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 | $9,585 | $185,312-94.8% | $161,489-94.1% | $154,746-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.09% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,646 | $4,769-65.5% | $4,268-61.4% | $4,379-62.4% |
| Participant deferral / active EE | $2,383 | $6,350-62.5% | $5,630-57.7% | $6,730-64.6% |
| Admin fee / account holder | $2,553 | $18,654-86.3% | $16,006-84.1% | $14,365-82.2% |