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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 | $7,896 | $77,358-89.8% | $102,184-92.3% | $87,485-91.0% |
| Participation rate | 90.0% | 78.7%+11.3pp | 82.6%+7.4pp | 68.9%+21.1pp |
| Annual return | 94.20% | 41.11%+53.1pp | 31.58%+62.6pp | 26.06%+68.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,413 | $6,753-5.0% | $8,309-22.8% | $4,274+50.1% |
| Admin fee / account holder | $437 | $6,809-93.6% | $11,609-96.2% | $7,775-94.4% |