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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 | $18,297 | $71,872-74.5% | $86,691-78.9% | $68,495-73.3% |
| Participation rate | 94.3% | 72.2%+22.0pp | 76.6%+17.7pp | 67.9%+26.4pp |
| Annual return | 45.22% | 3.53%+41.7pp | 35.94%+9.3pp | -7.84%+53.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,546 | $3,779+179.1% | $4,656+126.5% | $4,028+161.9% |
| Admin fee / account holder | $414 | $6,112-93.2% | $7,492-94.5% | $5,403-92.3% |