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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 | $7,472 | $100,970-92.6% | $96,576-92.3% | $137,256-94.6% |
| Participation rate | 73.3% | 82.6%-9.3pp | 81.4%-8.1pp | 80.0%-6.6pp |
| Annual return | 27.27% | 38.16%-10.9pp | 38.47%-11.2pp | 220.34%-193.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,655 | $8,286-55.9% | $7,956-54.1% | $6,407-42.9% |
| Admin fee / account holder | $589 | $11,312-94.8% | $11,381-94.8% | $12,270-95.2% |