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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 | $13,538 | $117,846-88.5% | $102,434-86.8% | $145,884-90.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.03% | 31.90%-16.9pp | 29.46%-14.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,786 | $5,733-16.5% | $5,055-5.3% | $6,690-28.5% |
| Admin fee / account holder | $711 | $13,356-94.7% | $9,462-92.5% | $13,392-94.7% |