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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 | $22,374 | $212,386-89.5% | $199,883-88.8% | $138,895-83.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.30% | 47.75%-28.4pp | 43.81%-24.5pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,417 | $6,625-78.6% | $6,261-77.4% | $4,194-66.2% |
| Participant deferral / active EE | $4,932 | $9,617-48.7% | $9,138-46.0% | $6,396-22.9% |
| Admin fee / account holder | $963 | $18,233-94.7% | $17,268-94.4% | $12,562-92.3% |