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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 | $11,330 | $154,228-92.7% | $145,433-92.2% | $137,256-91.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.93% | 74.59%-56.7pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,611 | $4,804-66.5% | $4,554-64.6% | $4,156-61.2% |
| Participant deferral / active EE | $2,715 | $8,216-67.0% | $7,897-65.6% | $6,407-57.6% |
| Admin fee / account holder | $2,170 | $14,344-84.9% | $13,129-83.5% | $12,270-82.3% |