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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 | $12,244 | $201,370-93.9% | $184,256-93.4% | $145,897-91.6% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 20.46% | 29.05%-8.6pp | 28.85%-8.4pp | 552.29%-531.8pp |
| Employer contribution / active EE | $2,447 | $7,024-65.2% | $6,427-61.9% | $4,663-47.5% |
| Participant deferral / active EE | $5,787 | $9,808-41.0% | $9,133-36.6% | $6,689-13.5% |
| Admin fee / account holder | $5,487 | $16,364-66.5% | $13,899-60.5% | $13,390-59.0% |