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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 | $12,743 | $212,386-94.0% | $199,883-93.6% | $138,895-90.8% |
| Participation rate | 77.8% | 87.4%-9.6pp | 86.8%-9.0pp | 79.9%-2.1pp |
| Annual return | 22.01% | 47.75%-25.7pp | 43.81%-21.8pp | 145.39%-123.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,200 | $9,617-45.9% | $9,138-43.1% | $6,396-18.7% |
| Admin fee / account holder | $3,132 | $18,233-82.8% | $17,268-81.9% | $12,562-75.1% |