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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 | $2,935 | $138,312-97.9% | $122,979-97.6% | $155,188-98.1% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.7pp | 80.8%+10.1pp |
| Annual return | 34.48% | 22.06%+12.4pp | 20.12%+14.4pp | 148.84%-114.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,921 | $5,592-47.8% | $5,003-41.6% | $6,531-55.3% |
| Admin fee / account holder | $708 | $15,089-95.3% | $12,864-94.5% | $14,480-95.1% |