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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 | $15,809 | $209,336-92.4% | $197,124-92.0% | $137,256-88.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.67% | 48.09%-23.4pp | 44.34%-19.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,272 | $6,591-65.5% | $6,227-63.5% | $4,156-45.3% |
| Participant deferral / active EE | $3,266 | $9,614-66.0% | $9,135-64.2% | $6,407-49.0% |
| Admin fee / account holder | $357 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |