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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 | $17,462 | $135,645-87.1% | $110,243-84.2% | $135,379-87.1% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | 13.18% | 513.24%-500.1pp | 314.76%-301.6pp | 519.79%-506.6pp |
| Employer contribution / active EE | $3,005 | $4,907-38.8% | $3,827-21.5% | $4,779-37.1% |
| Participant deferral / active EE | $3,800 | $5,507-31.0% | $4,672-18.7% | $5,609-32.3% |
| Admin fee / account holder | $3,402 | $11,458-70.3% | $8,548-60.2% | $10,828-68.6% |