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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 | $14,794 | $160,070-90.8% | $147,117-89.9% | $145,897-89.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.98% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,839 | $5,285-65.2% | $4,932-62.7% | $4,663-60.5% |
| Participant deferral / active EE | $4,618 | $8,419-45.2% | $8,065-42.7% | $6,689-31.0% |
| Admin fee / account holder | $2,502 | $15,035-83.4% | $12,993-80.7% | $13,390-81.3% |