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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 | $9,419 | $180,749-94.8% | $160,784-94.1% | $137,256-93.1% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 21.04% | 2234.46%-2213.4pp | 1803.92%-1782.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,830 | $6,844-58.7% | $6,293-55.0% | $6,407-55.8% |
| Admin fee / account holder | $384 | $10,397-96.3% | $9,717-96.0% | $12,270-96.9% |