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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 | $16,812 | $124,425-86.5% | $112,040-85.0% | $137,256-87.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,205 | $3,411-35.4% | $2,954-25.3% | $4,156-46.9% |
| Participant deferral / active EE | $4,400 | $5,718-23.1% | $5,098-13.7% | $6,407-31.3% |
| Admin fee / account holder | $324 | $15,207-97.9% | $12,098-97.3% | $12,270-97.4% |