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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 | $20,509 | $99,079-79.3% | $78,002-73.7% | $273,972-92.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 4.64% | 217.93%-213.3pp | 425.99%-421.3pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,553 | $3,308-22.8% | $2,470+3.3% | $4,869-47.6% |
| Participant deferral / active EE | $4,871 | $4,306+13.1% | $3,497+39.3% | $5,287-7.9% |
| Admin fee / account holder | $9,396 | $8,954+4.9% | $5,481+71.4% | $10,133-7.3% |