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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 | $12,134 | $117,904-89.7% | $102,457-88.2% | $145,978-91.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 23.29% | 31.80%-8.5pp | 29.41%-6.1pp | 550.52%-527.2pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,468 | $5,733+12.8% | $5,054+28.0% | $6,690-3.3% |
| Admin fee / account holder | $481 | $13,329-96.4% | $9,451-94.9% | $13,400-96.4% |