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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 | $174,379-93.9% | $152,093-93.0% | $138,895-92.3% |
| Participation rate | 95.5% | 81.6%+13.8pp | 77.8%+17.7pp | 79.9%+15.5pp |
| Annual return | 20.93% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,411 | $6,159-60.8% | $5,451-55.8% | $6,396-62.3% |
| Admin fee / account holder | $1,502 | $16,880-91.1% | $14,497-89.6% | $12,562-88.0% |