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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 | $26,294 | $227,399-88.4% | $189,758-86.1% | $198,609-86.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 20.91% | 61.03%-40.1pp | 52.62%-31.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $2,106 | $5,526-61.9% | $4,767-55.8% | $5,055-58.3% |
| Participant deferral / active EE | $4,458 | $6,837-34.8% | $5,856-23.9% | $6,977-36.1% |
| Admin fee / account holder | $576 | $25,162-97.7% | $20,388-97.2% | $19,030-97.0% |