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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 | $7,711 | $172,111-95.5% | $150,298-94.9% | $137,256-94.4% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 23.87% | 69.37%-45.5pp | 62.79%-38.9pp | 220.34%-196.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,813 | $6,166-70.6% | $5,453-66.8% | $6,407-71.7% |
| Admin fee / account holder | $578 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |