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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 | $6,674 | $175,231-96.2% | $149,696-95.5% | $139,466-95.2% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 44.83% | 166.77%-121.9pp | 134.46%-89.6pp | 373.66%-328.8pp |
| Employer contribution / active EE | $1,368 | $5,478-75.0% | $4,821-71.6% | $4,754-71.2% |
| Participant deferral / active EE | $2,150 | $6,521-67.0% | $5,682-62.2% | $6,712-68.0% |
| Admin fee / account holder | $322 | $16,155-98.0% | $13,212-97.6% | $11,409-97.2% |