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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 | $17,568 | $199,109-91.2% | $173,730-89.9% | $154,746-88.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 0.00% | 20.02%-20.0pp | 19.96%-20.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,769 | $7,113-47.0% | $6,326-40.4% | $6,730-44.0% |
| Admin fee / account holder | $668 | $20,916-96.8% | $17,523-96.2% | $14,365-95.4% |