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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 | $8,381 | $112,729-92.6% | $98,716-91.5% | $137,256-93.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 14.97% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,674 | $4,640-20.8% | $4,048-9.2% | $6,407-42.6% |
| Admin fee / account holder | $555 | $10,129-94.5% | $8,703-93.6% | $12,270-95.5% |