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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 | $8,409 | $110,337-92.4% | $102,383-91.8% | $145,877-94.2% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 11.30% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,971 | $5,621-11.6% | $5,060-1.8% | $6,691-25.7% |
| Admin fee / account holder | $864 | $9,750-91.1% | $8,391-89.7% | $13,402-93.6% |