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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 | $13,402 | $117,846-88.6% | $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 | 15.92% | 31.90%-16.0pp | 29.46%-13.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $865 | $3,615-76.1% | $3,023-71.4% | $4,662-81.5% |
| Participant deferral / active EE | $4,992 | $5,733-12.9% | $5,055-1.3% | $6,690-25.4% |
| Admin fee / account holder | $506 | $13,356-96.2% | $9,462-94.7% | $13,392-96.2% |