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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 | $21,086 | $157,304-86.6% | $141,197-85.1% | $152,909-86.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.90% | 64.34%-40.4pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,013 | $5,263-80.8% | $4,736-78.6% | $4,764-78.7% |
| Participant deferral / active EE | $5,517 | $7,111-22.4% | $6,710-17.8% | $5,851-5.7% |
| Admin fee / account holder | $1,009 | $12,126-91.7% | $10,265-90.2% | $11,601-91.3% |