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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 | $10,292 | $239,571-95.7% | $183,328-94.4% | $137,256-92.5% |
| Participation rate | 71.4% | 82.4%-11.0pp | 77.3%-5.9pp | 80.0%-8.5pp |
| Annual return | 12.78% | 35.69%-22.9pp | 29.67%-16.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,127 | $7,995-60.9% | $6,795-54.0% | $6,407-51.2% |
| Admin fee / account holder | $3,541 | $30,059-88.2% | $21,427-83.5% | $12,270-71.1% |