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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 | $4,572 | $174,379-97.4% | $152,093-97.0% | $138,895-96.7% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 14.67% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,776 | $6,159-71.2% | $5,451-67.4% | $6,396-72.2% |
| Admin fee / account holder | $1,728 | $16,880-89.8% | $14,497-88.1% | $12,562-86.2% |