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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 | $12,049 | $117,895-89.8% | $102,460-88.2% | $145,897-91.7% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 10.16% | 31.92%-21.8pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,217 | $3,619-66.4% | $3,025-59.8% | $4,663-73.9% |
| Participant deferral / active EE | $2,036 | $5,736-64.5% | $5,056-59.7% | $6,689-69.6% |
| Admin fee / account holder | $4,281 | $13,353-67.9% | $9,460-54.7% | $13,390-68.0% |