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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 | $21,107 | $135,956-84.5% | $123,894-83.0% | $273,972-92.3% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 9.00% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,004 | $6,343-21.1% | $5,984-16.4% | $5,287-5.4% |
| Admin fee / account holder | $728 | $9,817-92.6% | $8,357-91.3% | $10,133-92.8% |