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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 | $13,199 | $106,524-87.6% | $152,301-91.3% | $87,485-84.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 43.07% | 26.89%+16.2pp | 80.50%-37.4pp | 26.06%+17.0pp |
| Employer contribution / active EE | $2,586 | $3,371-23.3% | $4,624-44.1% | $2,596-0.4% |
| Participant deferral / active EE | $4,174 | $6,525-36.0% | $8,004-47.8% | $4,274-2.3% |
| Admin fee / account holder | $319 | $8,287-96.1% | $14,398-97.8% | $7,775-95.9% |