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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 | $7,730 | $175,257-95.6% | $149,717-94.8% | $139,456-94.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 14.88% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,164 | $5,477-78.7% | $4,820-75.8% | $4,753-75.5% |
| Participant deferral / active EE | $3,217 | $6,521-50.7% | $5,682-43.4% | $6,711-52.1% |
| Admin fee / account holder | $1,152 | $16,156-92.9% | $13,213-91.3% | $11,407-89.9% |