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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 | $10,349 | $166,242-93.8% | $165,071-93.7% | $145,884-92.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 20.10% | 100.44%-80.3pp | 70.17%-50.1pp | 551.85%-531.7pp |
| Employer contribution / active EE | $1,963 | $5,283-62.8% | $4,347-54.9% | $4,662-57.9% |
| Participant deferral / active EE | $2,606 | $6,964-62.6% | $6,035-56.8% | $6,690-61.0% |
| Admin fee / account holder | $1,309 | $16,658-92.1% | $12,695-89.7% | $13,392-90.2% |