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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 | $10,747 | $211,288-94.9% | $178,540-94.0% | $145,884-92.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.39% | 30.27%-18.9pp | 27.15%-15.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,105 | $4,574-75.8% | $3,953-72.0% | $4,662-76.3% |
| Participant deferral / active EE | $4,097 | $6,967-41.2% | $6,281-34.8% | $6,690-38.8% |
| Admin fee / account holder | $385 | $12,105-96.8% | $10,424-96.3% | $13,392-97.1% |