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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 | $3,842 | $110,337-96.5% | $102,383-96.2% | $145,877-97.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.04% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,755 | $5,621-68.8% | $5,060-65.3% | $6,691-73.8% |
| Admin fee / account holder | $831 | $9,750-91.5% | $8,391-90.1% | $13,402-93.8% |