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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 | $33,124 | $227,399-85.4% | $189,758-82.5% | $198,609-83.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 17.64% | 61.03%-43.4pp | 52.62%-35.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,783 | $5,526-67.7% | $4,767-62.6% | $5,055-64.7% |
| Participant deferral / active EE | $4,401 | $6,837-35.6% | $5,856-24.8% | $6,977-36.9% |
| Admin fee / account holder | $1,673 | $25,162-93.4% | $20,388-91.8% | $19,030-91.2% |