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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 | $6,795 | $182,442-96.3% | $163,379-95.8% | $138,895-95.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.8%+8.9pp | 79.9%+5.8pp |
| Annual return | 20.92% | 72.74%-51.8pp | 63.41%-42.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,719 | $6,817-74.8% | $6,282-72.6% | $6,396-73.1% |
| Admin fee / account holder | $373 | $10,396-96.4% | $9,818-96.2% | $12,562-97.0% |