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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 | $8,062 | $183,539-95.6% | $155,556-94.8% | $145,897-94.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.94% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $4,032 | $5,315-24.1% | $4,675-13.8% | $4,663-13.5% |
| Participant deferral / active EE | $8,291 | $6,467+28.2% | $5,631+47.2% | $6,689+23.9% |
| Admin fee / account holder | $3,448 | $19,275-82.1% | $15,885-78.3% | $13,390-74.3% |