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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 | $10,172 | $171,492-94.1% | $150,734-93.3% | $198,609-94.9% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 24.14% | 804.70%-780.6pp | 600.81%-576.7pp | 202.70%-178.6pp |
| Employer contribution / active EE | $1,399 | $5,470-74.4% | $4,918-71.6% | $5,055-72.3% |
| Participant deferral / active EE | $3,016 | $6,259-51.8% | $5,610-46.2% | $6,977-56.8% |
| Admin fee / account holder | $512 | $17,628-97.1% | $14,905-96.6% | $19,030-97.3% |