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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 | $13,364 | $156,398-91.5% | $147,318-90.9% | $138,895-90.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.81% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,814 | $8,237-17.3% | $7,906-13.8% | $6,396+6.5% |
| Admin fee / account holder | $668 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |