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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 | $27,477 | $199,109-86.2% | $173,730-84.2% | $154,746-82.2% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.6%-9.6pp | 80.7%-10.7pp |
| Annual return | 16.86% | 20.02%-3.2pp | 19.96%-3.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,705 | $7,113-47.9% | $6,326-41.4% | $6,730-44.9% |
| Admin fee / account holder | $1,890 | $20,916-91.0% | $17,523-89.2% | $14,365-86.8% |