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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 | $11,919 | $178,174-93.3% | $156,181-92.4% | $137,256-91.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 22.62% | 84.19%-61.6pp | 64.87%-42.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,067 | $6,888-26.4% | $6,132-17.4% | $6,407-20.9% |
| Admin fee / account holder | $763 | $17,404-95.6% | $14,586-94.8% | $12,270-93.8% |