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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 | $10,325 | $154,228-93.3% | $145,433-92.9% | $137,256-92.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 28.02% | 74.59%-46.6pp | 66.58%-38.6pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,211 | $8,216-60.9% | $7,897-59.3% | $6,407-49.9% |
| Admin fee / account holder | $1,014 | $14,344-92.9% | $13,129-92.3% | $12,270-91.7% |