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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 | $18,289 | $217,432-91.6% | $185,851-90.2% | $167,553-89.1% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.20% | 148.43%-133.2pp | 122.11%-106.9pp | 478.89%-463.7pp |
| Employer contribution / active EE | $1,607 | $5,874-72.7% | $5,168-68.9% | $4,840-66.8% |
| Participant deferral / active EE | $4,649 | $6,357-26.9% | $5,569-16.5% | $6,343-26.7% |
| Admin fee / account holder | $6,570 | $19,820-66.9% | $16,245-59.6% | $12,316-46.7% |