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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 | $10,714 | $156,398-93.1% | $147,318-92.7% | $138,895-92.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.23% | 78.75%-51.5pp | 70.43%-43.2pp | 145.39%-118.2pp |
| Employer contribution / active EE | $2,142 | $4,853-55.9% | $4,593-53.4% | $4,194-48.9% |
| Participant deferral / active EE | $3,901 | $8,237-52.6% | $7,906-50.7% | $6,396-39.0% |
| Admin fee / account holder | $2,045 | $14,976-86.3% | $13,708-85.1% | $12,562-83.7% |