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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 | $136,860-91.5% | $120,344-90.3% | $154,746-92.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 27.58% | 21.38%+6.2pp | 20.30%+7.3pp | 172.34%-144.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,106 | $5,793-11.9% | $5,135-0.6% | $6,730-24.1% |
| Admin fee / account holder | $393 | $15,393-97.4% | $12,742-96.9% | $14,365-97.3% |