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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 | $7,352 | $175,257-95.8% | $149,717-95.1% | $139,456-94.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 38.74% | 166.70%-128.0pp | 134.41%-95.7pp | 373.45%-334.7pp |
| Employer contribution / active EE | $1,951 | $5,477-64.4% | $4,820-59.5% | $4,753-58.9% |
| Participant deferral / active EE | $2,991 | $6,521-54.1% | $5,682-47.4% | $6,711-55.4% |
| Admin fee / account holder | $777 | $16,156-95.2% | $13,213-94.1% | $11,407-93.2% |