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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 | $12,620 | $181,062-93.0% | $158,223-92.0% | $155,188-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.99% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,667 | $4,565-63.5% | $4,109-59.4% | $4,248-60.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,133 | $18,825-94.0% | $16,047-92.9% | $14,480-92.2% |