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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 | $30,701 | $198,457-84.5% | $170,435-82.0% | $147,586-79.2% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 19.35% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,768 | $6,183-71.4% | $5,432-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $2,504 | $5,629-55.5% | $4,939-49.3% | $5,439-54.0% |
| Admin fee / account holder | $6,387 | $16,852-62.1% | $13,881-54.0% | $10,886-41.3% |