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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 | $7,209 | $174,379-95.9% | $152,093-95.3% | $138,895-94.8% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 31.15% | 74.86%-43.7pp | 66.36%-35.2pp | 145.39%-114.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,504 | $6,159-43.1% | $5,451-35.7% | $6,396-45.2% |
| Admin fee / account holder | $338 | $16,880-98.0% | $14,497-97.7% | $12,562-97.3% |