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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 | $183,539-94.1% | $155,556-93.1% | $145,897-92.6% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 13.66% | 61.31%-47.6pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,608 | $5,315-69.8% | $4,675-65.6% | $4,663-65.5% |
| Participant deferral / active EE | $2,477 | $6,467-61.7% | $5,631-56.0% | $6,689-63.0% |
| Admin fee / account holder | $994 | $19,275-94.8% | $15,885-93.7% | $13,390-92.6% |