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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 | $17,243 | $167,362-89.7% | $143,799-88.0% | $134,532-87.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 17.82% | 0.47%+17.3pp | -0.04%+17.9pp | 418.27%-400.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,854 | $6,447+6.3% | $5,638+21.6% | $6,401+7.1% |
| Admin fee / account holder | $1,430 | $18,094-92.1% | $14,677-90.3% | $11,429-87.5% |