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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 | $1,725 | $172,111-99.0% | $150,298-98.9% | $137,256-98.7% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 25.22% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,440 | $6,166-60.4% | $5,453-55.3% | $6,407-61.9% |
| Admin fee / account holder | $1,020 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |