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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 | $6,495 | $185,312-96.5% | $161,489-96.0% | $154,746-95.8% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.7%-8.1pp | 80.7%-10.1pp |
| Annual return | 25.60% | 103.84%-78.2pp | 89.72%-64.1pp | 172.34%-146.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,437 | $6,350-61.6% | $5,630-56.7% | $6,730-63.8% |
| Admin fee / account holder | $304 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |