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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 | $116,341 | $483,246-75.9% | $353,726-67.1% | $483,246-75.9% |
| Participation rate | 75.0% | 93.7%-18.7pp | 75.0%0pp | 93.7%-18.7pp |
| Annual return | 10.20% | 24.97%-14.8pp | 25.45%-15.2pp | 24.97%-14.8pp |
| Employer contribution / active EE | $0 | $28,334-100.0% | $14,166-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $7,772 | $7,967-2.4% | $12,434-37.5% | $7,967-2.4% |
| Admin fee / account holder | $926 | $20,852-95.6% | $1,753-47.2% | $20,852-95.6% |