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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 | $11,865 | $118,695-90.0% | $98,916-88.0% | $158,950-92.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 21.35% | 372.39%-351.0pp | 196.45%-175.1pp | 302.91%-281.6pp |
| Employer contribution / active EE | $2,217 | $3,333-33.5% | $2,689-17.6% | $4,762-53.5% |
| Participant deferral / active EE | $3,320 | $5,088-34.8% | $4,245-21.8% | $5,983-44.5% |
| Admin fee / account holder | $2,107 | $10,132-79.2% | $6,642-68.3% | $11,248-81.3% |