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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 | $17,246 | $157,304-89.0% | $141,197-87.8% | $152,909-88.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 28.89% | 64.34%-35.5pp | 71.41%-42.5pp | 345.46%-316.6pp |
| Employer contribution / active EE | $1,777 | $5,263-66.2% | $4,736-62.5% | $4,764-62.7% |
| Participant deferral / active EE | $5,411 | $7,111-23.9% | $6,710-19.4% | $5,851-7.5% |
| Admin fee / account holder | $1,478 | $12,126-87.8% | $10,265-85.6% | $11,601-87.3% |