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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 | $15,903 | $116,203-86.3% | $93,621-83.0% | $152,909-89.6% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.8%-4.4pp | 82.5%-11.0pp |
| Annual return | 23.36% | 35.96%-12.6pp | 32.76%-9.4pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,348 | $3,219-58.1% | $2,719-50.4% | $4,764-71.7% |
| Participant deferral / active EE | $1,457 | $4,605-68.4% | $4,070-64.2% | $5,851-75.1% |
| Admin fee / account holder | $321 | $10,751-97.0% | $7,890-95.9% | $11,601-97.2% |