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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 | $10,729 | $174,379-93.8% | $152,093-92.9% | $138,895-92.3% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 21.08% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,981 | $6,159-35.4% | $5,451-27.0% | $6,396-37.8% |
| Admin fee / account holder | $641 | $16,880-96.2% | $14,497-95.6% | $12,562-94.9% |