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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 | $13,508 | $183,539-92.6% | $155,556-91.3% | $145,897-90.7% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 18.39% | 61.31%-42.9pp | 64.84%-46.5pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,709 | $5,315-67.9% | $4,675-63.5% | $4,663-63.4% |
| Participant deferral / active EE | $4,463 | $6,467-31.0% | $5,631-20.7% | $6,689-33.3% |
| Admin fee / account holder | $864 | $19,275-95.5% | $15,885-94.6% | $13,390-93.5% |