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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 | $15,196 | $201,372-92.5% | $184,260-91.8% | $145,884-89.6% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.52% | 29.04%-14.5pp | 28.84%-14.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,135 | $9,808-57.8% | $9,133-54.7% | $6,690-38.2% |
| Admin fee / account holder | $427 | $16,362-97.4% | $13,898-96.9% | $13,392-96.8% |