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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 | $6,238 | $174,379-96.4% | $152,093-95.9% | $138,895-95.5% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 21.45% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,672 | $6,159-56.6% | $5,451-51.0% | $6,396-58.2% |
| Admin fee / account holder | $1,436 | $16,880-91.5% | $14,497-90.1% | $12,562-88.6% |