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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 | $12,365 | $156,398-92.1% | $147,318-91.6% | $138,895-91.1% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 22.79% | 78.75%-56.0pp | 70.43%-47.6pp | 145.39%-122.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,776 | $8,237-54.2% | $7,906-52.2% | $6,396-41.0% |
| Admin fee / account holder | $395 | $14,976-97.4% | $13,708-97.1% | $12,562-96.9% |