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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 | $3,499 | $202,440-98.3% | $169,390-97.9% | $139,466-97.5% |
| Participation rate | 76.9% | 81.1%-4.2pp | 77.2%-0.3pp | 80.3%-3.4pp |
| Annual return | 34.81% | 532.36%-497.6pp | 406.07%-371.3pp | 373.66%-338.9pp |
| Employer contribution / active EE | $1,353 | $4,693-71.2% | $4,013-66.3% | $4,754-71.5% |
| Participant deferral / active EE | $1,428 | $6,940-79.4% | $6,222-77.0% | $6,712-78.7% |
| Admin fee / account holder | $1,064 | $10,722-90.1% | $9,015-88.2% | $11,409-90.7% |