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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 | $184,014-96.1% | $161,149-95.6% | $138,895-94.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 12.42% | 21.52%-9.1pp | 21.16%-8.7pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,321 | $6,909-66.4% | $6,153-62.3% | $6,396-63.7% |
| Admin fee / account holder | $1,577 | $18,027-91.3% | $15,194-89.6% | $12,562-87.4% |