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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 | $20,794 | $96,731-78.5% | $123,973-83.2% | $86,983-76.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 12.23% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $3,889 | $3,297+18.0% | $4,126-5.7% | $2,584+50.5% |
| Participant deferral / active EE | $4,839 | $4,152+16.5% | $5,247-7.8% | $4,194+15.4% |
| Admin fee / account holder | $653 | $8,722-92.5% | $11,799-94.5% | $7,856-91.7% |