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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 | $15,026 | $162,136-90.7% | $152,301-90.1% | $154,746-90.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.93% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,723 | $8,341-55.4% | $8,004-53.5% | $6,730-44.7% |
| Admin fee / account holder | $2,138 | $15,759-86.4% | $14,398-85.1% | $14,365-85.1% |