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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 | $16,337 | $183,516-91.1% | $155,534-89.5% | $145,884-88.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 12.35% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,658 | $5,315-68.8% | $4,675-64.5% | $4,662-64.4% |
| Participant deferral / active EE | $5,175 | $6,467-20.0% | $5,630-8.1% | $6,690-22.6% |
| Admin fee / account holder | $922 | $19,293-95.2% | $15,900-94.2% | $13,392-93.1% |