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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 | $201,344-93.9% | $184,243-93.4% | $145,877-91.6% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 20.46% | 29.01%-8.6pp | 28.82%-8.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $2,447 | $7,022-65.1% | $6,427-61.9% | $4,663-47.5% |
| Participant deferral / active EE | $5,787 | $9,807-41.0% | $9,132-36.6% | $6,691-13.5% |
| Admin fee / account holder | $5,487 | $16,382-66.5% | $13,914-60.6% | $13,402-59.1% |