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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 | $24,959 | $199,109-87.5% | $173,730-85.6% | $154,746-83.9% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 13.23% | 20.02%-6.8pp | 19.96%-6.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,589 | $7,113+20.8% | $6,326+35.8% | $6,730+27.6% |
| Admin fee / account holder | $1,763 | $20,916-91.6% | $17,523-89.9% | $14,365-87.7% |