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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 | $3,502 | $211,288-98.3% | $178,540-98.0% | $145,884-97.6% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 21.27% | 30.27%-9.0pp | 27.15%-5.9pp | 551.85%-530.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,613 | $6,967-76.8% | $6,281-74.3% | $6,690-75.9% |
| Admin fee / account holder | $561 | $12,105-95.4% | $10,424-94.6% | $13,392-95.8% |