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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 | $16,216 | $136,860-88.2% | $120,344-86.5% | $154,746-89.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 24.60% | 21.38%+3.2pp | 20.30%+4.3pp | 172.34%-147.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,224 | $5,793-9.8% | $5,135+1.7% | $6,730-22.4% |
| Admin fee / account holder | $313 | $15,393-98.0% | $12,742-97.5% | $14,365-97.8% |