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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 | $13,542 | $155,555-91.3% | $146,866-90.8% | $155,188-91.3% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.5%+3.9pp | 80.8%+5.6pp |
| Annual return | 21.49% | 115.41%-93.9pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,039 | $8,044-37.4% | $7,759-35.1% | $6,531-22.8% |
| Admin fee / account holder | $484 | $14,755-96.7% | $13,620-96.4% | $14,480-96.7% |