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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 | $8,501 | $184,014-95.4% | $161,149-94.7% | $138,895-93.9% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.8%+3.5pp | 79.9%+2.4pp |
| Annual return | 16.91% | 21.52%-4.6pp | 21.16%-4.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,829 | $6,909-59.0% | $6,153-54.0% | $6,396-55.8% |
| Admin fee / account holder | $489 | $18,027-97.3% | $15,194-96.8% | $12,562-96.1% |