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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 | $6,991 | $139,948-95.0% | $121,663-94.3% | $154,746-95.5% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.5%+17.8pp | 80.7%+11.6pp |
| Annual return | 18.33% | 230.52%-212.2pp | 147.54%-129.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,960 | $5,629-65.2% | $4,887-59.9% | $6,730-70.9% |
| Admin fee / account holder | $912 | $17,321-94.7% | $14,289-93.6% | $14,365-93.7% |