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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 | $9,296 | $183,592-94.9% | $155,574-94.0% | $145,877-93.6% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 11.00% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,896 | $5,317-64.3% | $4,676-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $4,163 | $6,466-35.6% | $5,629-26.1% | $6,691-37.8% |
| Admin fee / account holder | $2,343 | $19,316-87.9% | $15,914-85.3% | $13,402-82.5% |