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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 | $9,871 | $174,379-94.3% | $152,093-93.5% | $138,895-92.9% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 22.99% | 74.86%-51.9pp | 66.36%-43.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,003 | $6,159-51.2% | $5,451-44.9% | $6,396-53.1% |
| Admin fee / account holder | $1,020 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |