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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 | $209,336-96.0% | $197,124-95.8% | $137,256-93.9% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 37.32% | 48.09%-10.8pp | 44.34%-7.0pp | 220.34%-183.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,757 | $9,614-50.5% | $9,135-47.9% | $6,407-25.8% |
| Admin fee / account holder | $867 | $17,308-95.0% | $16,298-94.7% | $12,270-92.9% |