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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 | $13,384 | $156,398-91.4% | $147,318-90.9% | $138,895-90.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 20.72% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,731 | $8,237-54.7% | $7,906-52.8% | $6,396-41.7% |
| Admin fee / account holder | $346 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |