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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 | $8,551 | $178,174-95.2% | $156,181-94.5% | $137,256-93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.73% | 84.19%-62.5pp | 64.87%-43.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,465 | $4,972-70.5% | $4,294-65.9% | $4,156-64.7% |
| Participant deferral / active EE | $2,445 | $6,888-64.5% | $6,132-60.1% | $6,407-61.8% |
| Admin fee / account holder | $1,716 | $17,404-90.1% | $14,586-88.2% | $12,270-86.0% |