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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 | $18,713 | $64,705-71.1% | $62,929-70.3% | $67,986-72.5% |
| Participation rate | 74.8% | 65.6%+9.2pp | 73.1%+1.6pp | 57.2%+17.5pp |
| Annual return | 18.38% | 20.31%-1.9pp | 1063.93%-1045.6pp | 31.67%-13.3pp |
| Employer contribution / active EE | $574 | $2,376-75.8% | $2,505-77.1% | $2,019-71.5% |
| Participant deferral / active EE | $2,388 | $3,198-25.3% | $3,888-38.6% | $3,358-28.9% |
| Admin fee / account holder | $1,099 | $1,428-23.0% | $5,065-78.3% | $3,203-65.7% |