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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 | $14,127 | $162,785-91.3% | $133,959-89.5% | $158,950-91.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 29.18% | 41.94%-12.8pp | 45.09%-15.9pp | 302.91%-273.7pp |
| Employer contribution / active EE | $1,535 | $4,975-69.2% | $3,919-60.8% | $4,762-67.8% |
| Participant deferral / active EE | $4,687 | $5,910-20.7% | $5,047-7.1% | $5,983-21.7% |
| Admin fee / account holder | $1,025 | $11,738-91.3% | $8,928-88.5% | $11,248-90.9% |