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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 | $11,343 | $156,398-92.7% | $147,318-92.3% | $138,895-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.39% | 78.75%-59.4pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,106 | $4,853-56.6% | $4,593-54.1% | $4,194-49.8% |
| Participant deferral / active EE | $6,346 | $8,237-23.0% | $7,906-19.7% | $6,396-0.8% |
| Admin fee / account holder | $2,994 | $14,976-80.0% | $13,708-78.2% | $12,562-76.2% |