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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 | $10,040 | $183,592-94.5% | $155,574-93.5% | $145,877-93.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 17.62% | 61.37%-43.8pp | 64.87%-47.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,059 | $5,317-80.1% | $4,676-77.4% | $4,663-77.3% |
| Participant deferral / active EE | $2,207 | $6,466-65.9% | $5,629-60.8% | $6,691-67.0% |
| Admin fee / account holder | $1,054 | $19,316-94.5% | $15,914-93.4% | $13,402-92.1% |