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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 | $23,747 | $212,386-88.8% | $199,883-88.1% | $138,895-82.9% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.8%-4.9pp | 79.9%+1.9pp |
| Annual return | 25.23% | 47.75%-22.5pp | 43.81%-18.6pp | 145.39%-120.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,227 | $9,617-35.3% | $9,138-31.9% | $6,396-2.6% |
| Admin fee / account holder | $433 | $18,233-97.6% | $17,268-97.5% | $12,562-96.6% |