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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 | $21,745 | $165,399-86.9% | $149,745-85.5% | $158,982-86.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 15.59% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $1,711 | $5,105-66.5% | $4,646-63.2% | $4,763-64.1% |
| Participant deferral / active EE | $3,320 | $7,183-53.8% | $6,843-51.5% | $5,983-44.5% |
| Admin fee / account holder | $2,748 | $10,811-74.6% | $9,312-70.5% | $11,252-75.6% |