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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 | $7,114 | $178,174-96.0% | $156,181-95.4% | $137,256-94.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 12.42% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,321 | $6,888-66.3% | $6,132-62.2% | $6,407-63.8% |
| Admin fee / account holder | $1,577 | $17,404-90.9% | $14,586-89.2% | $12,270-87.2% |