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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 | $132,376 | $305,245-56.6% | $258,236-48.7% | $428,746-69.1% |
| Participation rate | 75.0% | 85.7%-10.7pp | 81.9%-6.9pp | 88.2%-13.2pp |
| Annual return | 12.89% | -5.74%+18.6pp | -3.31%+16.2pp | 331.92%-319.0pp |
| Employer contribution / active EE | $0 | $9,167-100.0% | $7,891-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $1,058 | $16,482-93.6% | $14,475-92.7% | $31,735-96.7% |