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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 | $8,238 | $154,228-94.7% | $145,433-94.3% | $137,256-94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.97% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $2,617 | $4,804-45.5% | $4,554-42.5% | $4,156-37.0% |
| Participant deferral / active EE | $2,897 | $8,216-64.7% | $7,897-63.3% | $6,407-54.8% |
| Admin fee / account holder | $1,168 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |