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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 | $19,873 | $209,336-90.5% | $197,124-89.9% | $137,256-85.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.18% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,114 | $6,591-52.8% | $6,227-50.0% | $4,156-25.1% |
| Participant deferral / active EE | $5,228 | $9,614-45.6% | $9,135-42.8% | $6,407-18.4% |
| Admin fee / account holder | $360 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |