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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 | $16,812 | $126,661-86.7% | $113,397-85.2% | $138,895-87.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 0.00% | 25.05%-25.1pp | 23.20%-23.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,205 | $3,456-36.2% | $2,977-25.9% | $4,194-47.4% |
| Participant deferral / active EE | $4,400 | $5,693-22.7% | $5,076-13.3% | $6,396-31.2% |
| Admin fee / account holder | $324 | $14,549-97.8% | $11,957-97.3% | $12,562-97.4% |