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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 | $8,050 | $156,398-94.9% | $147,318-94.5% | $138,895-94.2% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 22.36% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,133 | $8,237-62.0% | $7,906-60.4% | $6,396-51.0% |
| Admin fee / account holder | $1,646 | $14,976-89.0% | $13,708-88.0% | $12,562-86.9% |