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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 | $15,506 | $183,592-91.6% | $155,574-90.0% | $145,877-89.4% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 13.83% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,957 | $5,317-63.2% | $4,676-58.1% | $4,663-58.0% |
| Participant deferral / active EE | $3,146 | $6,466-51.3% | $5,629-44.1% | $6,691-53.0% |
| Admin fee / account holder | $355 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |