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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 | $8,977 | $183,516-95.1% | $155,534-94.2% | $145,884-93.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 14.53% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,333 | $5,315-56.1% | $4,675-50.1% | $4,662-50.0% |
| Participant deferral / active EE | $2,837 | $6,467-56.1% | $5,630-49.6% | $6,690-57.6% |
| Admin fee / account holder | $573 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |