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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 | $7,456 | $157,296-95.3% | $141,191-94.7% | $152,897-95.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 51.58% | 64.34%-12.8pp | 71.41%-19.8pp | 345.43%-293.9pp |
| Employer contribution / active EE | $1,851 | $5,262-64.8% | $4,736-60.9% | $4,764-61.1% |
| Participant deferral / active EE | $6,659 | $7,111-6.4% | $6,710-0.8% | $5,851+13.8% |
| Admin fee / account holder | $788 | $12,125-93.5% | $10,264-92.3% | $11,599-93.2% |