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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 | $5,641 | $172,111-96.7% | $150,298-96.2% | $137,256-95.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.90% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,218 | $4,636-73.7% | $4,154-70.7% | $4,156-70.7% |
| Participant deferral / active EE | $1,631 | $6,166-73.6% | $5,453-70.1% | $6,407-74.5% |
| Admin fee / account holder | $963 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |