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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 | $166,131-89.5% | $164,975-89.4% | $145,877-88.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 20.65% | 100.37%-79.7pp | 70.12%-49.5pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,514 | $5,276-52.3% | $4,343-42.1% | $4,663-46.1% |
| Participant deferral / active EE | $3,573 | $6,962-48.7% | $6,033-40.8% | $6,691-46.6% |
| Admin fee / account holder | $3,601 | $16,648-78.4% | $12,688-71.6% | $13,402-73.1% |