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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 | $10,591 | $175,257-94.0% | $149,717-92.9% | $139,456-92.4% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 22.07% | 166.70%-144.6pp | 134.41%-112.3pp | 373.45%-351.4pp |
| Employer contribution / active EE | $1,179 | $5,477-78.5% | $4,820-75.5% | $4,753-75.2% |
| Participant deferral / active EE | $4,338 | $6,521-33.5% | $5,682-23.6% | $6,711-35.4% |
| Admin fee / account holder | $547 | $16,156-96.6% | $13,213-95.9% | $11,407-95.2% |