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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 | $5,792 | $114,119-94.9% | $107,187-94.6% | $138,895-95.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 79.9%+14.2pp |
| Annual return | 22.12% | 273.21%-251.1pp | 204.55%-182.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,868 | $5,538-30.1% | $5,096-24.1% | $6,396-39.5% |
| Admin fee / account holder | $536 | $10,024-94.7% | $9,162-94.2% | $12,562-95.7% |