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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 | $20,300 | $201,344-89.9% | $184,243-89.0% | $145,877-86.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 0.00% | 29.01%-29.0pp | 28.82%-28.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,260 | $7,022-53.6% | $6,427-49.3% | $4,663-30.1% |
| Participant deferral / active EE | $6,039 | $9,807-38.4% | $9,132-33.9% | $6,691-9.7% |
| Admin fee / account holder | $309 | $16,382-98.1% | $13,914-97.8% | $13,402-97.7% |