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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 | $9,281 | $154,228-94.0% | $145,433-93.6% | $137,256-93.2% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 25.36% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,622 | $8,216-31.6% | $7,897-28.8% | $6,407-12.3% |
| Admin fee / account holder | $1,549 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |