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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 | $8,793 | $217,432-96.0% | $185,849-95.3% | $167,536-94.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.04% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,082 | $5,875-64.6% | $5,169-59.7% | $4,839-57.0% |
| Participant deferral / active EE | $3,976 | $6,357-37.5% | $5,569-28.6% | $6,342-37.3% |
| Admin fee / account holder | $553 | $19,818-97.2% | $16,244-96.6% | $12,315-95.5% |