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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 | $17,448 | $166,242-89.5% | $165,071-89.4% | $145,884-88.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 20.65% | 100.44%-79.8pp | 70.17%-49.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $2,514 | $5,283-52.4% | $4,347-42.2% | $4,662-46.1% |
| Participant deferral / active EE | $3,573 | $6,964-48.7% | $6,035-40.8% | $6,690-46.6% |
| Admin fee / account holder | $3,601 | $16,658-78.4% | $12,695-71.6% | $13,392-73.1% |