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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 | $9,979 | $157,276-93.7% | $141,177-92.9% | $152,885-93.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 17.81% | 64.33%-46.5pp | 71.40%-53.6pp | 345.39%-327.6pp |
| Employer contribution / active EE | $2,497 | $5,262-52.6% | $4,736-47.3% | $4,763-47.6% |
| Participant deferral / active EE | $2,669 | $7,110-62.5% | $6,710-60.2% | $5,851-54.4% |
| Admin fee / account holder | $10,224 | $12,123-15.7% | $10,263-0.4% | $11,598-11.8% |