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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 | $9,913 | $99,011-90.0% | $86,582-88.6% | $147,586-93.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.18% | 1312.75%-1297.6pp | 965.08%-949.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $4,836 | $3,132+54.4% | $2,839+70.3% | $4,876-0.8% |
| Participant deferral / active EE | $5,285 | $3,972+33.0% | $3,609+46.4% | $5,439-2.8% |
| Admin fee / account holder | $1,130 | $5,709-80.2% | $4,904-77.0% | $10,886-89.6% |