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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 | $174,379-95.6% | $152,093-94.9% | $138,895-94.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 23.69% | 74.86%-51.2pp | 66.36%-42.7pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,677 | $6,159-56.5% | $5,451-50.9% | $6,396-58.2% |
| Admin fee / account holder | $432 | $16,880-97.4% | $14,497-97.0% | $12,562-96.6% |