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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 | $13,041 | $178,174-92.7% | $156,181-91.7% | $137,256-90.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 16.12% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,080 | $6,888-69.8% | $6,132-66.1% | $6,407-67.5% |
| Admin fee / account holder | $575 | $17,404-96.7% | $14,586-96.1% | $12,270-95.3% |