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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 | $11,023 | $157,304-93.0% | $141,197-92.2% | $152,909-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.86% | 64.34%-41.5pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,361 | $5,263-74.1% | $4,736-71.3% | $4,764-71.4% |
| Participant deferral / active EE | $2,585 | $7,111-63.6% | $6,710-61.5% | $5,851-55.8% |
| Admin fee / account holder | $447 | $12,126-96.3% | $10,265-95.6% | $11,601-96.2% |