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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 | $221,407 | $821,658-73.1% | $740,967-70.1% | $382,429-42.1% |
| Participation rate | 0.0% | 93.5%-93.5pp | 93.1%-93.1pp | 87.7%-87.7pp |
| Annual return | 13.77% | 11.77%+2.0pp | 11.85%+1.9pp | 248.85%-235.1pp |
| Employer contribution / active EE | $0 | $11,052-100.0% | $10,506-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $671 | $85,347-99.2% | $75,689-99.1% | $30,732-97.8% |