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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 | $13,357 | $202,460-93.4% | $169,385-92.1% | $139,456-90.4% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.2%+4.1pp | 80.3%+0.9pp |
| Annual return | 19.87% | 532.07%-512.2pp | 405.82%-385.9pp | 373.45%-353.6pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,141 | $6,938-11.5% | $6,221-1.3% | $6,711-8.5% |
| Admin fee / account holder | $1,125 | $10,719-89.5% | $9,011-87.5% | $11,407-90.1% |