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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 | $16,050 | $157,304-89.8% | $141,197-88.6% | $152,909-89.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.90% | 64.34%-42.4pp | 71.41%-49.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,635 | $5,263-68.9% | $4,736-65.5% | $4,764-65.7% |
| Participant deferral / active EE | $2,531 | $7,111-64.4% | $6,710-62.3% | $5,851-56.8% |
| Admin fee / account holder | $2,911 | $12,126-76.0% | $10,265-71.6% | $11,601-74.9% |