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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 | $8,661 | $209,336-95.9% | $197,124-95.6% | $137,256-93.7% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 31.07% | 48.09%-17.0pp | 44.34%-13.3pp | 220.34%-189.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,602 | $9,614-52.1% | $9,135-49.6% | $6,407-28.2% |
| Admin fee / account holder | $625 | $17,308-96.4% | $16,298-96.2% | $12,270-94.9% |