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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 | $7,822 | $126,661-93.8% | $113,397-93.1% | $138,895-94.4% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.5%+17.6pp | 79.9%+14.2pp |
| Annual return | 25.61% | 25.05%+0.6pp | 23.20%+2.4pp | 145.39%-119.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,086 | $5,693-45.8% | $5,076-39.2% | $6,396-51.7% |
| Admin fee / account holder | $944 | $14,549-93.5% | $11,957-92.1% | $12,562-92.5% |