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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 | $4,225 | $154,228-97.3% | $145,433-97.1% | $137,256-96.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 392.88% | 74.59%+318.3pp | 66.58%+326.3pp | 220.34%+172.5pp |
| Employer contribution / active EE | $1,547 | $4,804-67.8% | $4,554-66.0% | $4,156-62.8% |
| Participant deferral / active EE | $3,086 | $8,216-62.4% | $7,897-60.9% | $6,407-51.8% |
| Admin fee / account holder | $2,496 | $14,344-82.6% | $13,129-81.0% | $12,270-79.7% |