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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 | $20,751 | $157,304-86.8% | $141,197-85.3% | $152,909-86.4% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 23.42% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,498 | $5,263-52.5% | $4,736-47.3% | $4,764-47.6% |
| Participant deferral / active EE | $4,234 | $7,111-40.5% | $6,710-36.9% | $5,851-27.6% |
| Admin fee / account holder | $808 | $12,126-93.3% | $10,265-92.1% | $11,601-93.0% |