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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 | $16,362 | $152,612-89.3% | $125,192-86.9% | $152,897-89.3% |
| Participation rate | 78.3% | 83.3%-5.1pp | 79.8%-1.5pp | 82.5%-4.2pp |
| Annual return | 24.00% | 54.85%-30.8pp | 43.79%-19.8pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,292 | $4,947-73.9% | $3,866-66.6% | $4,764-72.9% |
| Participant deferral / active EE | $3,485 | $5,868-40.6% | $4,937-29.4% | $5,851-40.4% |
| Admin fee / account holder | $433 | $13,437-96.8% | $9,704-95.5% | $11,599-96.3% |