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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 | $7,133 | $174,379-95.9% | $152,093-95.3% | $138,895-94.9% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 24.15% | 74.86%-50.7pp | 66.36%-42.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,565 | $6,159-58.4% | $5,451-53.0% | $6,396-59.9% |
| Admin fee / account holder | $468 | $16,880-97.2% | $14,497-96.8% | $12,562-96.3% |