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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 | $7,934 | $182,442-95.7% | $163,379-95.1% | $138,895-94.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 20.18% | 72.74%-52.6pp | 63.41%-43.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,478 | $6,817-63.7% | $6,282-60.6% | $6,396-61.3% |
| Admin fee / account holder | $317 | $10,396-97.0% | $9,818-96.8% | $12,562-97.5% |