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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 | $1,791 | $174,379-99.0% | $152,093-98.8% | $138,895-98.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 38.60% | 74.86%-36.3pp | 66.36%-27.8pp | 145.39%-106.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,183 | $6,159-64.6% | $5,451-60.0% | $6,396-65.9% |
| Admin fee / account holder | $820 | $16,880-95.1% | $14,497-94.3% | $12,562-93.5% |