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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 | $29,424 | $227,399-87.1% | $189,758-84.5% | $198,609-85.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 15.07% | 61.03%-46.0pp | 52.62%-37.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,663 | $5,526-69.9% | $4,767-65.1% | $5,055-67.1% |
| Participant deferral / active EE | $5,346 | $6,837-21.8% | $5,856-8.7% | $6,977-23.4% |
| Admin fee / account holder | $9,669 | $25,162-61.6% | $20,388-52.6% | $19,030-49.2% |