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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 | $7,093 | $166,131-95.7% | $164,975-95.7% | $145,877-95.1% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.19% | 100.37%-86.2pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,448 | $5,276-72.6% | $4,343-66.7% | $4,663-69.0% |
| Participant deferral / active EE | $2,033 | $6,962-70.8% | $6,033-66.3% | $6,691-69.6% |
| Admin fee / account holder | $315 | $16,648-98.1% | $12,688-97.5% | $13,402-97.7% |