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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 | $13,655 | $148,623-90.8% | $135,974-90.0% | $139,466-90.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 31.74% | 79.30%-47.6pp | 68.30%-36.6pp | 373.66%-341.9pp |
| Employer contribution / active EE | $5,320 | $5,246+1.4% | $4,859+9.5% | $4,754+11.9% |
| Participant deferral / active EE | $9,259 | $8,103+14.3% | $7,760+19.3% | $6,712+37.9% |
| Admin fee / account holder | $1,055 | $12,406-91.5% | $10,767-90.2% | $11,409-90.8% |