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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 | $12,622 | $156,398-91.9% | $147,318-91.4% | $138,895-90.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.16% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.2pp |
| Employer contribution / active EE | $2,038 | $4,853-58.0% | $4,593-55.6% | $4,194-51.4% |
| Participant deferral / active EE | $4,775 | $8,237-42.0% | $7,906-39.6% | $6,396-25.4% |
| Admin fee / account holder | $1,530 | $14,976-89.8% | $13,708-88.8% | $12,562-87.8% |