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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 | $7,542 | $180,028-95.8% | $138,135-94.5% | $158,950-95.3% |
| Participation rate | 80.0% | 82.2%-2.2pp | 78.7%+1.3pp | 82.0%-2.0pp |
| Annual return | 142.21% | 21.68%+120.5pp | 20.51%+121.7pp | 302.91%-160.7pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,233 | $7,717-6.3% | $6,431+12.5% | $5,983+20.9% |
| Admin fee / account holder | $1,869 | $17,912-89.6% | $11,856-84.2% | $11,248-83.4% |