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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 | $8,248 | $110,379-92.5% | $102,412-91.9% | $145,884-94.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,431 | $4,216-18.6% | $3,870-11.3% | $4,662-26.4% |
| Participant deferral / active EE | $3,768 | $5,622-33.0% | $5,060-25.5% | $6,690-43.7% |
| Admin fee / account holder | $2,496 | $9,745-74.4% | $8,388-70.2% | $13,392-81.4% |