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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 | $15,377 | $166,242-90.8% | $165,071-90.7% | $145,884-89.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.49% | 100.44%-85.0pp | 70.17%-54.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,548 | $5,283-51.8% | $4,347-41.4% | $4,662-45.4% |
| Participant deferral / active EE | $2,779 | $6,964-60.1% | $6,035-53.9% | $6,690-58.5% |
| Admin fee / account holder | $1,421 | $16,658-91.5% | $12,695-88.8% | $13,392-89.4% |