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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 | $11,971 | $154,228-92.2% | $145,433-91.8% | $137,256-91.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.69% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,387 | $4,804-50.3% | $4,554-47.6% | $4,156-42.6% |
| Participant deferral / active EE | $3,301 | $8,216-59.8% | $7,897-58.2% | $6,407-48.5% |
| Admin fee / account holder | $1,675 | $14,344-88.3% | $13,129-87.2% | $12,270-86.4% |