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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 | $10,710 | $185,312-94.2% | $161,489-93.4% | $154,746-93.1% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.7%+16.8pp | 80.7%+14.8pp |
| Annual return | 20.93% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,411 | $6,350-62.0% | $5,630-57.2% | $6,730-64.2% |
| Admin fee / account holder | $1,502 | $18,654-91.9% | $16,006-90.6% | $14,365-89.5% |