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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 | $17,933 | $144,130-87.6% | $117,861-84.8% | $147,586-87.8% |
| Participation rate | 78.3% | 83.4%-5.2pp | 79.7%-1.4pp | 82.8%-4.6pp |
| Annual return | 25.98% | 531.20%-505.2pp | 335.11%-309.1pp | 578.59%-552.6pp |
| Employer contribution / active EE | $2,154 | $4,897-56.0% | $3,786-43.1% | $4,876-55.8% |
| Participant deferral / active EE | $3,241 | $5,316-39.0% | $4,482-27.7% | $5,439-40.4% |
| Admin fee / account holder | $729 | $10,887-93.3% | $8,021-90.9% | $10,886-93.3% |