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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 | $30,609 | $197,637-84.5% | $177,848-82.8% | $158,982-80.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 11.27% | 58.77%-47.5pp | 48.33%-37.1pp | 302.99%-291.7pp |
| Employer contribution / active EE | $4,840 | $6,698-27.7% | $5,919-18.2% | $4,763+1.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $512 | $15,406-96.7% | $12,431-95.9% | $11,252-95.5% |