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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 | $22,369 | $223,823-90.0% | $211,142-89.4% | $154,746-85.5% |
| Participation rate | 90.9% | 87.9%+3.1pp | 87.3%+3.6pp | 80.7%+10.2pp |
| Annual return | 22.18% | 50.39%-28.2pp | 46.84%-24.7pp | 172.34%-150.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,427 | $9,750-54.6% | $9,284-52.3% | $6,730-34.2% |
| Admin fee / account holder | $1,089 | $19,707-94.5% | $19,076-94.3% | $14,365-92.4% |