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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 | $14,519 | $117,846-87.7% | $102,434-85.8% | $145,884-90.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.31% | 31.90%-21.6pp | 29.46%-19.2pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,354 | $5,733-6.6% | $5,055+5.9% | $6,690-20.0% |
| Admin fee / account holder | $420 | $13,356-96.9% | $9,462-95.6% | $13,392-96.9% |