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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 | $17,667 | $217,432-91.9% | $185,851-90.5% | $167,553-89.5% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 16.44% | 148.43%-132.0pp | 122.11%-105.7pp | 478.89%-462.4pp |
| Employer contribution / active EE | $2,726 | $5,874-53.6% | $5,168-47.3% | $4,840-43.7% |
| Participant deferral / active EE | $4,455 | $6,357-29.9% | $5,569-20.0% | $6,343-29.8% |
| Admin fee / account holder | $699 | $19,820-96.5% | $16,245-95.7% | $12,316-94.3% |