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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 | $76,152 | $375,661-79.7% | $312,151-75.6% | $382,429-80.1% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 14.69% | 0.11%+14.6pp | 1.82%+12.9pp | 248.85%-234.2pp |
| Employer contribution / active EE | $13,571 | $9,697+40.0% | $8,031+69.0% | $8,036+68.9% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,307 | $64,308-98.0% | $51,799-97.5% | $30,732-95.7% |