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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 | $5,026 | $118,496-95.8% | $98,461-94.9% | $139,466-96.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.26% | 18.96%+3.3pp | 21.17%+1.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,900 | $5,393-46.2% | $4,738-38.8% | $6,712-56.8% |
| Admin fee / account holder | $302 | $14,056-97.9% | $8,961-96.6% | $11,409-97.4% |