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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 | $8,997 | $115,796-92.2% | $101,264-91.1% | $158,950-94.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 36.70% | 56.15%-19.4pp | 46.48%-9.8pp | 302.91%-266.2pp |
| Employer contribution / active EE | $4,492 | $4,175+7.6% | $3,660+22.7% | $4,762-5.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $307 | $7,247-95.8% | $5,947-94.8% | $11,248-97.3% |