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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 | $8,509 | $165,361-94.9% | $149,715-94.3% | $158,950-94.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 171.06% | 348.24%-177.2pp | 276.66%-105.6pp | 302.91%-131.8pp |
| Employer contribution / active EE | $1,799 | $5,103-64.7% | $4,645-61.3% | $4,762-62.2% |
| Participant deferral / active EE | $2,972 | $7,182-58.6% | $6,842-56.6% | $5,983-50.3% |
| Admin fee / account holder | $741 | $10,808-93.1% | $9,310-92.0% | $11,248-93.4% |