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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 | $6,268 | $156,398-96.0% | $147,318-95.7% | $138,895-95.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.39% | 78.75%-48.4pp | 70.43%-40.0pp | 145.39%-115.0pp |
| Employer contribution / active EE | $2,937 | $4,853-39.5% | $4,593-36.1% | $4,194-30.0% |
| Participant deferral / active EE | $3,123 | $8,237-62.1% | $7,906-60.5% | $6,396-51.2% |
| Admin fee / account holder | $2,268 | $14,976-84.9% | $13,708-83.5% | $12,562-81.9% |