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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 | $10,635 | $199,109-94.7% | $173,730-93.9% | $154,746-93.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 24.19% | 20.02%+4.2pp | 19.96%+4.2pp | 172.34%-148.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,639 | $7,113-20.7% | $6,326-10.9% | $6,730-16.2% |
| Admin fee / account holder | $412 | $20,916-98.0% | $17,523-97.6% | $14,365-97.1% |