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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 | $10,320 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.98% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,999 | $4,890-38.7% | $4,624-35.2% | $4,379-31.5% |
| Participant deferral / active EE | $4,234 | $8,341-49.2% | $8,004-47.1% | $6,730-37.1% |
| Admin fee / account holder | $830 | $15,759-94.7% | $14,398-94.2% | $14,365-94.2% |