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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 | $4,223 | $174,379-97.6% | $152,093-97.2% | $138,895-97.0% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 17.27% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,768 | $6,159-71.3% | $5,451-67.6% | $6,396-72.4% |
| Admin fee / account holder | $912 | $16,880-94.6% | $14,497-93.7% | $12,562-92.7% |