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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 | $7,449 | $198,461-96.2% | $170,436-95.6% | $147,585-95.0% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 18.21% | 257.30%-239.1pp | 205.94%-187.7pp | 578.57%-560.4pp |
| Employer contribution / active EE | $1,681 | $6,184-72.8% | $5,433-69.1% | $4,876-65.5% |
| Participant deferral / active EE | $2,386 | $5,629-57.6% | $4,939-51.7% | $5,439-56.1% |
| Admin fee / account holder | $1,137 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |