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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 | $21,187 | $152,612-86.1% | $125,192-83.1% | $152,897-86.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 20.91% | 54.85%-33.9pp | 43.79%-22.9pp | 345.43%-324.5pp |
| Employer contribution / active EE | $1,453 | $4,947-70.6% | $3,866-62.4% | $4,764-69.5% |
| Participant deferral / active EE | $2,270 | $5,868-61.3% | $4,937-54.0% | $5,851-61.2% |
| Admin fee / account holder | $1,797 | $13,437-86.6% | $9,704-81.5% | $11,599-84.5% |