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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 | $14,719 | $148,582-90.1% | $135,942-89.2% | $139,456-89.4% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 20.71% | 79.26%-58.5pp | 68.28%-47.6pp | 373.45%-352.7pp |
| Employer contribution / active EE | $1,538 | $5,245-70.7% | $4,858-68.3% | $4,753-67.6% |
| Participant deferral / active EE | $3,995 | $8,101-50.7% | $7,759-48.5% | $6,711-40.5% |
| Admin fee / account holder | $1,366 | $12,402-89.0% | $10,764-87.3% | $11,407-88.0% |