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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 | $15,692 | $160,028-90.2% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 13.51% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,415 | $5,286-54.3% | $4,933-51.1% | $4,662-48.2% |
| Participant deferral / active EE | $4,382 | $8,422-48.0% | $8,066-45.7% | $6,690-34.5% |
| Admin fee / account holder | $3,149 | $15,030-79.1% | $12,989-75.8% | $13,392-76.5% |