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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 | $13,368 | $117,846-88.7% | $102,434-86.9% | $145,884-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.36% | 31.90%-15.5pp | 29.46%-13.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,892 | $3,615-47.7% | $3,023-37.4% | $4,662-59.4% |
| Participant deferral / active EE | $3,861 | $5,733-32.7% | $5,055-23.6% | $6,690-42.3% |
| Admin fee / account holder | $427 | $13,356-96.8% | $9,462-95.5% | $13,392-96.8% |