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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 | $9,081 | $117,904-92.3% | $102,457-91.1% | $145,978-93.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 81.80% | 31.80%+50.0pp | 29.41%+52.4pp | 550.52%-468.7pp |
| Employer contribution / active EE | $3,694 | $3,613+2.2% | $3,022+22.2% | $4,662-20.8% |
| Participant deferral / active EE | $4,880 | $5,733-14.9% | $5,054-3.5% | $6,690-27.1% |
| Admin fee / account holder | $2,040 | $13,329-84.7% | $9,451-78.4% | $13,400-84.8% |