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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 | $18,983 | $157,296-87.9% | $141,191-86.6% | $152,897-87.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.52% | 64.34%-44.8pp | 71.41%-51.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $2,396 | $5,262-54.5% | $4,736-49.4% | $4,764-49.7% |
| Participant deferral / active EE | $4,324 | $7,111-39.2% | $6,710-35.6% | $5,851-26.1% |
| Admin fee / account holder | $1,859 | $12,125-84.7% | $10,264-81.9% | $11,599-84.0% |