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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 | $159,978-90.8% | $147,041-89.9% | $145,978-89.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.98% | 98.36%-81.4pp | 419.21%-402.2pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,839 | $5,288-65.2% | $4,935-62.7% | $4,662-60.5% |
| Participant deferral / active EE | $4,618 | $8,429-45.2% | $8,071-42.8% | $6,690-31.0% |
| Admin fee / account holder | $2,502 | $15,053-83.4% | $13,006-80.8% | $13,400-81.3% |