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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 | $30,063 | $209,425-85.6% | $178,499-83.2% | $158,966-81.1% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.37% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.6pp |
| Employer contribution / active EE | $1,963 | $5,707-65.6% | $5,011-60.8% | $4,762-58.8% |
| Participant deferral / active EE | $3,002 | $5,955-49.6% | $5,202-42.3% | $5,983-49.8% |
| Admin fee / account holder | $375 | $17,078-97.8% | $13,986-97.3% | $11,250-96.7% |