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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 | $3,066 | $110,410-97.2% | $102,437-97.0% | $145,897-97.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.67% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,541 | $5,622-72.6% | $5,060-69.5% | $6,689-77.0% |
| Admin fee / account holder | $387 | $9,745-96.0% | $8,388-95.4% | $13,390-97.1% |