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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 | $19,277 | $157,276-87.7% | $141,177-86.3% | $152,885-87.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 26.96% | 64.33%-37.4pp | 71.40%-44.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $2,493 | $5,262-52.6% | $4,736-47.4% | $4,763-47.7% |
| Participant deferral / active EE | $5,523 | $7,110-22.3% | $6,710-17.7% | $5,851-5.6% |
| Admin fee / account holder | $2,512 | $12,123-79.3% | $10,263-75.5% | $11,598-78.3% |