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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 | $174,379-99.0% | $152,093-98.9% | $138,895-98.8% |
| Participation rate | 81.3% | 81.6%-0.4pp | 77.8%+3.5pp | 79.9%+1.3pp |
| Annual return | 25.22% | 74.86%-49.6pp | 66.36%-41.1pp | 145.39%-120.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,440 | $6,159-60.4% | $5,451-55.2% | $6,396-61.9% |
| Admin fee / account holder | $1,020 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |