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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 | $18,058 | $201,344-91.0% | $184,243-90.2% | $145,877-87.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.65% | 29.01%-15.4pp | 28.82%-15.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,678 | $7,022-76.1% | $6,427-73.9% | $4,663-64.0% |
| Participant deferral / active EE | $6,316 | $9,807-35.6% | $9,132-30.8% | $6,691-5.6% |
| Admin fee / account holder | $2,311 | $16,382-85.9% | $13,914-83.4% | $13,402-82.8% |