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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 | $7,910 | $183,627-95.7% | $155,602-94.9% | $145,978-94.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.91% | 61.32%-46.4pp | 64.81%-49.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,139 | $5,316-78.6% | $4,675-75.6% | $4,662-75.6% |
| Participant deferral / active EE | $2,553 | $6,466-60.5% | $5,629-54.6% | $6,690-61.8% |
| Admin fee / account holder | $511 | $19,327-97.4% | $15,923-96.8% | $13,400-96.2% |