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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 | $5,281 | $148,623-96.4% | $135,974-96.1% | $139,466-96.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 79.89% | 79.30%+0.6pp | 68.30%+11.6pp | 373.66%-293.8pp |
| Employer contribution / active EE | $1,448 | $5,246-72.4% | $4,859-70.2% | $4,754-69.5% |
| Participant deferral / active EE | $3,089 | $8,103-61.9% | $7,760-60.2% | $6,712-54.0% |
| Admin fee / account holder | $1,122 | $12,406-91.0% | $10,767-89.6% | $11,409-90.2% |