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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 | $11,085 | $162,136-93.2% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 37.63% | 91.02%-53.4pp | 80.50%-42.9pp | 172.34%-134.7pp |
| Employer contribution / active EE | $3,574 | $4,890-26.9% | $4,624-22.7% | $4,379-18.4% |
| Participant deferral / active EE | $4,267 | $8,341-48.8% | $8,004-46.7% | $6,730-36.6% |
| Admin fee / account holder | $5,143 | $15,759-67.4% | $14,398-64.3% | $14,365-64.2% |