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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 | $7,712 | $172,111-95.5% | $150,298-94.9% | $137,256-94.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 23.69% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,677 | $6,166-56.6% | $5,453-50.9% | $6,407-58.2% |
| Admin fee / account holder | $432 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |