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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 | $12,314 | $183,516-93.3% | $155,534-92.1% | $145,884-91.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 16.31% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,783 | $5,315-47.6% | $4,675-40.5% | $4,662-40.3% |
| Participant deferral / active EE | $2,760 | $6,467-57.3% | $5,630-51.0% | $6,690-58.7% |
| Admin fee / account holder | $1,481 | $19,293-92.3% | $15,900-90.7% | $13,392-88.9% |