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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 | $3,765 | $114,119-96.7% | $107,187-96.5% | $138,895-97.3% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 79.9%+13.8pp |
| Annual return | 24.81% | 273.21%-248.4pp | 204.55%-179.7pp | 145.39%-120.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,645 | $5,538-70.3% | $5,096-67.7% | $6,396-74.3% |
| Admin fee / account holder | $443 | $10,024-95.6% | $9,162-95.2% | $12,562-96.5% |