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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 | $4,191 | $110,379-96.2% | $102,412-95.9% | $145,884-97.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.90% | 24.84%-8.9pp | 24.94%-9.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,026 | $5,622-64.0% | $5,060-60.0% | $6,690-69.7% |
| Admin fee / account holder | $448 | $9,745-95.4% | $8,388-94.7% | $13,392-96.7% |