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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 | $23,942 | $201,372-88.1% | $184,260-87.0% | $145,884-83.6% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 16.13% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,199 | $7,024-68.7% | $6,427-65.8% | $4,662-52.8% |
| Participant deferral / active EE | $4,246 | $9,808-56.7% | $9,133-53.5% | $6,690-36.5% |
| Admin fee / account holder | $855 | $16,362-94.8% | $13,898-93.9% | $13,392-93.6% |