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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 | $10,023 | $182,442-94.5% | $163,379-93.9% | $138,895-92.8% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.8%+18.2pp | 79.9%+15.1pp |
| Annual return | 21.99% | 72.74%-50.7pp | 63.41%-41.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,288 | $6,817-37.1% | $6,282-31.7% | $6,396-33.0% |
| Admin fee / account holder | $720 | $10,396-93.1% | $9,818-92.7% | $12,562-94.3% |