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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 | $5,287 | $156,398-96.6% | $147,318-96.4% | $138,895-96.2% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 26.57% | 78.75%-52.2pp | 70.43%-43.9pp | 145.39%-118.8pp |
| Employer contribution / active EE | $1,658 | $4,853-65.8% | $4,593-63.9% | $4,194-60.5% |
| Participant deferral / active EE | $2,734 | $8,237-66.8% | $7,906-65.4% | $6,396-57.3% |
| Admin fee / account holder | $2,098 | $14,976-86.0% | $13,708-84.7% | $12,562-83.3% |