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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 | $15,931 | $212,386-92.5% | $199,883-92.0% | $138,895-88.5% |
| Participation rate | 93.8% | 87.4%+6.4pp | 86.8%+7.0pp | 79.9%+13.8pp |
| Annual return | 27.01% | 47.75%-20.7pp | 43.81%-16.8pp | 145.39%-118.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,540 | $9,617-52.8% | $9,138-50.3% | $6,396-29.0% |
| Admin fee / account holder | $309 | $18,233-98.3% | $17,268-98.2% | $12,562-97.5% |