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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 | $17,149 | $165,361-89.6% | $149,715-88.5% | $158,950-89.2% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 22.72% | 348.24%-325.5pp | 276.66%-253.9pp | 302.91%-280.2pp |
| Employer contribution / active EE | $2,459 | $5,103-51.8% | $4,645-47.0% | $4,762-48.4% |
| Participant deferral / active EE | $3,473 | $7,182-51.6% | $6,842-49.2% | $5,983-42.0% |
| Admin fee / account holder | $3,446 | $10,808-68.1% | $9,310-63.0% | $11,248-69.4% |