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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 | $6,399 | $174,379-96.3% | $152,093-95.8% | $138,895-95.4% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 29.74% | 74.86%-45.1pp | 66.36%-36.6pp | 145.39%-115.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,796 | $6,159-54.6% | $5,451-48.7% | $6,396-56.3% |
| Admin fee / account holder | $301 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |