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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 | $11,899 | $209,336-94.3% | $197,124-94.0% | $137,256-91.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 37.29% | 48.09%-10.8pp | 44.34%-7.1pp | 220.34%-183.0pp |
| Employer contribution / active EE | $1,518 | $6,591-77.0% | $6,227-75.6% | $4,156-63.5% |
| Participant deferral / active EE | $5,134 | $9,614-46.6% | $9,135-43.8% | $6,407-19.9% |
| Admin fee / account holder | $1,261 | $17,308-92.7% | $16,298-92.3% | $12,270-89.7% |