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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 | $15,946 | $160,040-90.0% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 19.05% | 98.49%-79.4pp | 419.75%-400.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,896 | $5,289-64.2% | $4,936-61.6% | $4,663-59.3% |
| Participant deferral / active EE | $4,169 | $8,429-50.5% | $8,071-48.4% | $6,691-37.7% |
| Admin fee / account holder | $2,082 | $15,050-86.2% | $13,005-84.0% | $13,402-84.5% |