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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 | $4,662 | $110,379-95.8% | $102,412-95.4% | $145,884-96.8% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 15.25% | 24.84%-9.6pp | 24.94%-9.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,194 | $5,622-61.0% | $5,060-56.6% | $6,690-67.2% |
| Admin fee / account holder | $607 | $9,745-93.8% | $8,388-92.8% | $13,392-95.5% |