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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 | $9,198 | $202,440-95.5% | $169,390-94.6% | $139,466-93.4% |
| Participation rate | 73.7% | 81.1%-7.4pp | 77.2%-3.5pp | 80.3%-6.6pp |
| Annual return | 22.13% | 532.36%-510.2pp | 406.07%-383.9pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,453 | $4,693-69.0% | $4,013-63.8% | $4,754-69.4% |
| Participant deferral / active EE | $2,208 | $6,940-68.2% | $6,222-64.5% | $6,712-67.1% |
| Admin fee / account holder | $445 | $10,722-95.9% | $9,015-95.1% | $11,409-96.1% |