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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 | $7,319 | $155,555-95.3% | $146,866-95.0% | $155,188-95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.43% | 115.41%-90.0pp | 102.85%-77.4pp | 148.84%-123.4pp |
| Employer contribution / active EE | $1,241 | $4,647-73.3% | $4,425-71.9% | $4,248-70.8% |
| Participant deferral / active EE | $3,124 | $8,044-61.2% | $7,759-59.7% | $6,531-52.2% |
| Admin fee / account holder | $506 | $14,755-96.6% | $13,620-96.3% | $14,480-96.5% |