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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 | $10,581 | $209,336-94.9% | $197,124-94.6% | $137,256-92.3% |
| Participation rate | 78.9% | 87.3%-8.4pp | 86.7%-7.8pp | 80.0%-1.0pp |
| Annual return | 32.97% | 48.09%-15.1pp | 44.34%-11.4pp | 220.34%-187.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,469 | $9,614-43.1% | $9,135-40.1% | $6,407-14.6% |
| Admin fee / account holder | $581 | $17,308-96.6% | $16,298-96.4% | $12,270-95.3% |