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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 | $17,342 | $99,079-82.5% | $78,002-77.8% | $273,972-93.7% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 7.29% | 217.93%-210.6pp | 425.99%-418.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,067 | $3,308-67.7% | $2,470-56.8% | $4,869-78.1% |
| Participant deferral / active EE | $1,480 | $4,306-65.6% | $3,497-57.7% | $5,287-72.0% |
| Admin fee / account holder | $1,535 | $8,954-82.9% | $5,481-72.0% | $10,133-84.8% |