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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 | $5,141 | $106,974-95.2% | $90,796-94.3% | $138,895-96.3% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.5%+20.5pp | 79.9%+10.1pp |
| Annual return | 20.98% | 20.10%+0.9pp | 19.29%+1.7pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,063 | $4,455-53.7% | $3,822-46.0% | $6,396-67.8% |
| Admin fee / account holder | $843 | $8,626-90.2% | $7,024-88.0% | $12,562-93.3% |