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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 | $10,823 | $107,944-90.0% | $91,994-88.2% | $152,885-92.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 26.37% | 89.26%-62.9pp | 69.03%-42.7pp | 345.39%-319.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,508 | $6,365+2.3% | $5,923+9.9% | $5,851+11.2% |
| Admin fee / account holder | $2,295 | $10,521-78.2% | $7,743-70.4% | $11,598-80.2% |