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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 | $11,265 | $175,259-93.6% | $149,723-92.5% | $139,487-91.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 20.26% | 166.82%-146.6pp | 134.50%-114.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,211 | $5,478-59.6% | $4,821-54.1% | $4,755-53.5% |
| Participant deferral / active EE | $6,702 | $6,522+2.8% | $5,682+17.9% | $6,713-0.2% |
| Admin fee / account holder | $4,296 | $16,158-73.4% | $13,215-67.5% | $11,407-62.3% |