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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 | $16,314 | $148,623-89.0% | $135,974-88.0% | $139,466-88.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.48% | 79.30%-56.8pp | 68.30%-45.8pp | 373.66%-351.2pp |
| Employer contribution / active EE | $2,263 | $5,246-56.9% | $4,859-53.4% | $4,754-52.4% |
| Participant deferral / active EE | $3,594 | $8,103-55.6% | $7,760-53.7% | $6,712-46.5% |
| Admin fee / account holder | $1,616 | $12,406-87.0% | $10,767-85.0% | $11,409-85.8% |