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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 | $7,054 | $180,749-96.1% | $160,784-95.6% | $137,256-94.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 23.53% | 2234.46%-2210.9pp | 1803.92%-1780.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,027 | $6,844-70.4% | $6,293-67.8% | $6,407-68.4% |
| Admin fee / account holder | $329 | $10,397-96.8% | $9,717-96.6% | $12,270-97.3% |