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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 | $8,353 | $212,386-96.1% | $199,883-95.8% | $138,895-94.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 37.32% | 47.75%-10.4pp | 43.81%-6.5pp | 145.39%-108.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,757 | $9,617-50.5% | $9,138-47.9% | $6,396-25.6% |
| Admin fee / account holder | $867 | $18,233-95.2% | $17,268-95.0% | $12,562-93.1% |