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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 | $29,766 | $167,415-82.2% | $140,514-78.8% | $198,609-85.0% |
| Participation rate | 78.6% | 80.9%-2.3pp | 77.8%+0.8pp | 82.4%-3.8pp |
| Annual return | 262.73% | 13.85%+248.9pp | 14.36%+248.4pp | 202.70%+60.0pp |
| Employer contribution / active EE | $4,549 | $4,088+11.3% | $3,378+34.7% | $5,055-10.0% |
| Participant deferral / active EE | $6,081 | $5,579+9.0% | $4,919+23.6% | $6,977-12.8% |
| Admin fee / account holder | $315 | $16,730-98.1% | $13,697-97.7% | $19,030-98.3% |