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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 | $10,368 | $211,288-95.1% | $178,540-94.2% | $145,884-92.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.41% | 30.27%-18.9pp | 27.15%-15.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,015 | $4,574-77.8% | $3,953-74.3% | $4,662-78.2% |
| Participant deferral / active EE | $4,343 | $6,967-37.7% | $6,281-30.8% | $6,690-35.1% |
| Admin fee / account holder | $1,468 | $12,105-87.9% | $10,424-85.9% | $13,392-89.0% |