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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 | $11,023 | $183,627-94.0% | $155,602-92.9% | $145,978-92.4% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 13.66% | 61.32%-47.7pp | 64.81%-51.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,375 | $5,316-74.1% | $4,675-70.6% | $4,662-70.5% |
| Participant deferral / active EE | $2,813 | $6,466-56.5% | $5,629-50.0% | $6,690-57.9% |
| Admin fee / account holder | $559 | $19,327-97.1% | $15,923-96.5% | $13,400-95.8% |