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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 | $11,667 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.86% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $4,551 | $4,804-5.3% | $4,554-0.1% | $4,156+9.5% |
| Participant deferral / active EE | $5,335 | $8,216-35.1% | $7,897-32.5% | $6,407-16.7% |
| Admin fee / account holder | $2,964 | $14,344-79.3% | $13,129-77.4% | $12,270-75.8% |