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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 | $7,961 | $114,119-93.0% | $107,187-92.6% | $138,895-94.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 18.63% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,049 | $5,538-44.9% | $5,096-40.2% | $6,396-52.3% |
| Admin fee / account holder | $1,076 | $10,024-89.3% | $9,162-88.3% | $12,562-91.4% |