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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 | $20,124 | $166,131-87.9% | $164,975-87.8% | $145,877-86.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 15.89% | 100.37%-84.5pp | 70.12%-54.2pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,362 | $5,276-36.3% | $4,343-22.6% | $4,663-27.9% |
| Participant deferral / active EE | $4,311 | $6,962-38.1% | $6,033-28.6% | $6,691-35.6% |
| Admin fee / account holder | $4,887 | $16,648-70.6% | $12,688-61.5% | $13,402-63.5% |