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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 | $15,947 | $209,336-92.4% | $197,124-91.9% | $137,256-88.4% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 14.65% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,880 | $6,591-71.5% | $6,227-69.8% | $4,156-54.8% |
| Participant deferral / active EE | $5,367 | $9,614-44.2% | $9,135-41.2% | $6,407-16.2% |
| Admin fee / account holder | $3,981 | $17,308-77.0% | $16,298-75.6% | $12,270-67.6% |