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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 | $6,164 | $180,749-96.6% | $160,784-96.2% | $137,256-95.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 23.89% | 2234.46%-2210.6pp | 1803.92%-1780.0pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,126 | $6,844-68.9% | $6,293-66.2% | $6,407-66.8% |
| Admin fee / account holder | $693 | $10,397-93.3% | $9,717-92.9% | $12,270-94.4% |