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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 | $14,432 | $178,174-91.9% | $156,181-90.8% | $137,256-89.5% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.8%+16.8pp | 80.0%+15.7pp |
| Annual return | 18.51% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,918 | $6,888-57.6% | $6,132-52.4% | $6,407-54.5% |
| Admin fee / account holder | $3,955 | $17,404-77.3% | $14,586-72.9% | $12,270-67.8% |