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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 | $11,653 | $124,425-90.6% | $112,040-89.6% | $137,256-91.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 27.58% | 24.72%+2.9pp | 24.52%+3.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,106 | $5,718-10.7% | $5,098+0.2% | $6,407-20.3% |
| Admin fee / account holder | $393 | $15,207-97.4% | $12,098-96.7% | $12,270-96.8% |