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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 | $9,490 | $185,312-94.9% | $161,489-94.1% | $154,746-93.9% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 30.78% | 103.84%-73.1pp | 89.72%-58.9pp | 172.34%-141.6pp |
| Employer contribution / active EE | $1,420 | $4,769-70.2% | $4,268-66.7% | $4,379-67.6% |
| Participant deferral / active EE | $2,753 | $6,350-56.6% | $5,630-51.1% | $6,730-59.1% |
| Admin fee / account holder | $376 | $18,654-98.0% | $16,006-97.6% | $14,365-97.4% |