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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 | $10,774 | $183,592-94.1% | $155,567-93.1% | $145,959-92.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 13.66% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,608 | $5,315-69.7% | $4,674-65.6% | $4,661-65.5% |
| Participant deferral / active EE | $2,477 | $6,464-61.7% | $5,628-56.0% | $6,689-63.0% |
| Admin fee / account holder | $994 | $19,318-94.9% | $15,916-93.8% | $13,398-92.6% |