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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 | $8,699 | $166,242-94.8% | $165,071-94.7% | $145,884-94.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 13.48% | 100.44%-87.0pp | 70.17%-56.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,254 | $5,283-76.3% | $4,347-71.2% | $4,662-73.1% |
| Participant deferral / active EE | $2,587 | $6,964-62.8% | $6,035-57.1% | $6,690-61.3% |
| Admin fee / account holder | $1,390 | $16,658-91.7% | $12,695-89.1% | $13,392-89.6% |