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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 | $15,901 | $148,629-89.3% | $135,982-88.3% | $139,487-88.6% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.5pp | 80.3%-3.9pp |
| Annual return | 25.79% | 79.33%-53.5pp | 68.32%-42.5pp | 373.84%-348.1pp |
| Employer contribution / active EE | $1,505 | $5,247-71.3% | $4,859-69.0% | $4,755-68.3% |
| Participant deferral / active EE | $3,864 | $8,102-52.3% | $7,760-50.2% | $6,713-42.4% |
| Admin fee / account holder | $1,956 | $12,406-84.2% | $10,767-81.8% | $11,407-82.9% |