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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 | $4,909 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 20.27% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,267 | $6,159-63.2% | $5,451-58.4% | $6,396-64.6% |
| Admin fee / account holder | $2,764 | $16,880-83.6% | $14,497-80.9% | $12,562-78.0% |