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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 | $8,073 | $115,931-93.0% | $185,441-95.6% | $86,983-90.7% |
| Participation rate | 80.3% | 73.6%+6.7pp | 80.3%0pp | 69.5%+10.8pp |
| Annual return | 38.84% | 21.47%+17.4pp | 20.16%+18.7pp | 25.83%+13.0pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,300 | $4,551-5.5% | $6,152-30.1% | $4,194+2.5% |
| Admin fee / account holder | $1,807 | $10,687-83.1% | $17,890-89.9% | $7,856-77.0% |