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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 | $10,441 | $160,040-93.5% | $147,096-92.9% | $145,877-92.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 22.75% | 98.49%-75.7pp | 419.75%-397.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $1,405 | $5,289-73.4% | $4,936-71.5% | $4,663-69.9% |
| Participant deferral / active EE | $7,740 | $8,429-8.2% | $8,071-4.1% | $6,691+15.7% |
| Admin fee / account holder | $1,379 | $15,050-90.8% | $13,005-89.4% | $13,402-89.7% |