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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 | $15,353 | $178,174-91.4% | $156,181-90.2% | $137,256-88.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 18.66% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,859 | $6,888-29.5% | $6,132-20.8% | $6,407-24.2% |
| Admin fee / account holder | $1,806 | $17,404-89.6% | $14,586-87.6% | $12,270-85.3% |