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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 | $16,153 | $148,629-89.1% | $135,982-88.1% | $139,487-88.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.10% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,972 | $5,247-43.3% | $4,859-38.8% | $4,755-37.5% |
| Participant deferral / active EE | $5,453 | $8,102-32.7% | $7,760-29.7% | $6,713-18.8% |
| Admin fee / account holder | $1,667 | $12,406-86.6% | $10,767-84.5% | $11,407-85.4% |