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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 | $14,021 | $154,228-90.9% | $145,433-90.4% | $137,256-89.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 28.94% | 74.59%-45.6pp | 66.58%-37.6pp | 220.34%-191.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,542 | $8,216-8.2% | $7,897-4.5% | $6,407+17.7% |
| Admin fee / account holder | $992 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |