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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 | $23,027 | $201,370-88.6% | $184,256-87.5% | $145,897-84.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.26% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,097 | $9,808-37.8% | $9,133-33.2% | $6,689-8.9% |
| Admin fee / account holder | $1,810 | $16,364-88.9% | $13,899-87.0% | $13,390-86.5% |