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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 | $18,489 | $166,268-88.9% | $165,100-88.8% | $145,897-87.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 12.21% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,046 | $5,284-61.3% | $4,348-52.9% | $4,663-56.1% |
| Participant deferral / active EE | $3,772 | $6,964-45.8% | $6,035-37.5% | $6,689-43.6% |
| Admin fee / account holder | $1,669 | $16,659-90.0% | $12,696-86.9% | $13,390-87.5% |