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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 | $12,060 | $125,190-90.4% | $105,624-88.6% | $145,897-91.7% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.32% | 225.22%-208.9pp | 116.20%-99.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,425 | $3,720-61.7% | $3,168-55.0% | $4,663-69.4% |
| Participant deferral / active EE | $2,560 | $5,716-55.2% | $5,013-48.9% | $6,689-61.7% |
| Admin fee / account holder | $1,436 | $17,138-91.6% | $10,961-86.9% | $13,390-89.3% |