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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 | $5,737 | $184,014-96.9% | $161,149-96.4% | $138,895-95.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.34% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,239 | $6,909-53.1% | $6,153-47.4% | $6,396-49.4% |
| Admin fee / account holder | $1,887 | $18,027-89.5% | $15,194-87.6% | $12,562-85.0% |