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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 | $15,204 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.10% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,834 | $4,804-41.0% | $4,554-37.8% | $4,156-31.8% |
| Participant deferral / active EE | $3,275 | $8,216-60.1% | $7,897-58.5% | $6,407-48.9% |
| Admin fee / account holder | $1,433 | $14,344-90.0% | $13,129-89.1% | $12,270-88.3% |