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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 | $14,237 | $162,136-91.2% | $152,301-90.7% | $154,746-90.8% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 25.24% | 91.02%-65.8pp | 80.50%-55.3pp | 172.34%-147.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,686 | $8,341-31.8% | $8,004-29.0% | $6,730-15.5% |
| Admin fee / account holder | $776 | $15,759-95.1% | $14,398-94.6% | $14,365-94.6% |