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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 | $16,047 | $156,398-89.7% | $147,318-89.1% | $138,895-88.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 34.66% | 78.75%-44.1pp | 70.43%-35.8pp | 145.39%-110.7pp |
| Employer contribution / active EE | $1,479 | $4,853-69.5% | $4,593-67.8% | $4,194-64.7% |
| Participant deferral / active EE | $5,418 | $8,237-34.2% | $7,906-31.5% | $6,396-15.3% |
| Admin fee / account holder | $625 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |