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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 | $8,303 | $52,580-84.2% | $71,671-88.4% | $70,126-88.2% |
| Participation rate | 72.0% | 60.9%+11.1pp | 68.7%+3.3pp | 69.5%+2.5pp |
| Annual return | 111.88% | 20.25%+91.6pp | 20.65%+91.2pp | 73.15%+38.7pp |
| Employer contribution / active EE | $2,073 | $1,616+28.3% | $2,460-15.7% | $2,343-11.5% |
| Participant deferral / active EE | $4,104 | $2,386+72.0% | $3,438+19.4% | $3,332+23.2% |
| Admin fee / account holder | $735 | $3,653-79.9% | $5,558-86.8% | $4,645-84.2% |