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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 | $16,839 | $159,934-89.5% | $147,005-88.5% | $145,959-88.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 9.97% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,803 | $5,287-65.9% | $4,934-63.5% | $4,661-61.3% |
| Participant deferral / active EE | $2,701 | $8,427-67.9% | $8,070-66.5% | $6,689-59.6% |
| Admin fee / account holder | $4,190 | $15,053-72.2% | $13,006-67.8% | $13,398-68.7% |