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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 | $18,474 | $157,296-88.3% | $141,191-86.9% | $152,897-87.9% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 29.70% | 64.34%-34.6pp | 71.41%-41.7pp | 345.43%-315.7pp |
| Employer contribution / active EE | $973 | $5,262-81.5% | $4,736-79.5% | $4,764-79.6% |
| Participant deferral / active EE | $3,575 | $7,111-49.7% | $6,710-46.7% | $5,851-38.9% |
| Admin fee / account holder | $351 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |