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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 | $12,889 | $157,304-91.8% | $141,197-90.9% | $152,909-91.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.11% | 64.34%-45.2pp | 71.41%-52.3pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,358 | $5,263-74.2% | $4,736-71.3% | $4,764-71.5% |
| Participant deferral / active EE | $5,583 | $7,111-21.5% | $6,710-16.8% | $5,851-4.6% |
| Admin fee / account holder | $1,448 | $12,126-88.1% | $10,265-85.9% | $11,601-87.5% |