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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 | $14,593 | $209,336-93.0% | $197,124-92.6% | $137,256-89.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.74% | 48.09%-11.3pp | 44.34%-7.6pp | 220.34%-183.6pp |
| Employer contribution / active EE | $3,846 | $6,591-41.6% | $6,227-38.2% | $4,156-7.5% |
| Participant deferral / active EE | $6,714 | $9,614-30.2% | $9,135-26.5% | $6,407+4.8% |
| Admin fee / account holder | $676 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |