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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 | $9,163 | $183,539-95.0% | $155,556-94.1% | $145,897-93.7% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 8.77% | 61.31%-52.5pp | 64.84%-56.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,274 | $5,315-76.0% | $4,675-72.8% | $4,663-72.7% |
| Participant deferral / active EE | $2,372 | $6,467-63.3% | $5,631-57.9% | $6,689-64.5% |
| Admin fee / account holder | $2,477 | $19,275-87.2% | $15,885-84.4% | $13,390-81.5% |