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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 | $11,889 | $217,432-94.5% | $185,849-93.6% | $167,536-92.9% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 20.43% | 148.42%-128.0pp | 122.10%-101.7pp | 478.82%-458.4pp |
| Employer contribution / active EE | $2,005 | $5,875-65.9% | $5,169-61.2% | $4,839-58.6% |
| Participant deferral / active EE | $5,769 | $6,357-9.3% | $5,569+3.6% | $6,342-9.0% |
| Admin fee / account holder | $1,563 | $19,818-92.1% | $16,244-90.4% | $12,315-87.3% |