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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 | $6,541 | $154,365-95.8% | $130,231-95.0% | $139,456-95.3% |
| Participation rate | 82.6% | 79.9%+2.7pp | 76.3%+6.3pp | 80.3%+2.3pp |
| Annual return | 24.55% | 30.34%-5.8pp | 38.77%-14.2pp | 373.45%-348.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,234 | $8,498-50.2% | $6,799-37.7% | $6,711-36.9% |
| Admin fee / account holder | $2,371 | $9,214-74.3% | $6,020-60.6% | $11,407-79.2% |