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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 | $4,413 | $106,247-95.8% | $96,515-95.4% | $139,466-96.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 42.10% | 38.47%+3.6pp | 35.73%+6.4pp | 373.66%-331.6pp |
| Employer contribution / active EE | $1,300 | $4,106-68.3% | $3,740-65.2% | $4,754-72.6% |
| Participant deferral / active EE | $1,899 | $5,456-65.2% | $4,880-61.1% | $6,712-71.7% |
| Admin fee / account holder | $566 | $7,885-92.8% | $6,735-91.6% | $11,409-95.0% |