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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 | $12,960 | $201,259-93.6% | $184,200-93.0% | $145,959-91.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.97% | 28.98%-17.0pp | 28.80%-16.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,299 | $9,806-56.2% | $9,132-52.9% | $6,689-35.7% |
| Admin fee / account holder | $559 | $16,372-96.6% | $13,907-96.0% | $13,398-95.8% |