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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 | $7,007 | $111,535-93.7% | $105,223-93.3% | $137,256-94.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 28.64% | 237.85%-209.2pp | 180.65%-152.0pp | 220.34%-191.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,780 | $5,500-31.3% | $5,072-25.5% | $6,407-41.0% |
| Admin fee / account holder | $979 | $9,721-89.9% | $8,859-89.0% | $12,270-92.0% |