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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 | $16,038 | $183,592-91.3% | $155,574-89.7% | $145,877-89.0% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 12.50% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,398 | $5,317-54.9% | $4,676-48.7% | $4,663-48.6% |
| Participant deferral / active EE | $7,064 | $6,466+9.3% | $5,629+25.5% | $6,691+5.6% |
| Admin fee / account holder | $3,803 | $19,316-80.3% | $15,914-76.1% | $13,402-71.6% |