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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 | $18,314 | $56,197-67.4% | $67,652-72.9% | $59,633-69.3% |
| Participation rate | 86.8% | 71.5%+15.3pp | 75.7%+11.1pp | 68.7%+18.1pp |
| Annual return | 5.12% | 18508.10%-18503.0pp | 6625.40%-6620.3pp | 2041.45%-2036.3pp |
| Employer contribution / active EE | $325 | $1,615-79.9% | $2,266-85.7% | $2,203-85.3% |
| Participant deferral / active EE | $2,749 | $2,844-3.3% | $3,560-22.8% | $3,192-13.9% |
| Admin fee / account holder | $1,035 | $3,958-73.8% | $4,821-78.5% | $4,297-75.9% |