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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 | $15,353 | $199,109-92.3% | $173,730-91.2% | $154,746-90.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 18.66% | 20.02%-1.4pp | 19.96%-1.3pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,859 | $7,113-31.7% | $6,326-23.2% | $6,730-27.8% |
| Admin fee / account holder | $1,806 | $20,916-91.4% | $17,523-89.7% | $14,365-87.4% |