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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 | $21,651 | $152,612-85.8% | $125,192-82.7% | $152,897-85.8% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.5%-6.0pp |
| Annual return | 19.31% | 54.85%-35.5pp | 43.79%-24.5pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,412 | $4,947-71.5% | $3,866-63.5% | $4,764-70.4% |
| Participant deferral / active EE | $3,212 | $5,868-45.3% | $4,937-34.9% | $5,851-45.1% |
| Admin fee / account holder | $2,090 | $13,437-84.4% | $9,704-78.5% | $11,599-82.0% |