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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 | $8,877 | $172,111-94.8% | $150,298-94.1% | $137,256-93.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 24.49% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,636 | $6,166-41.0% | $5,453-33.3% | $6,407-43.3% |
| Admin fee / account holder | $938 | $16,471-94.3% | $14,116-93.4% | $12,270-92.4% |