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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 | $78,520-89.9% | $96,576-91.8% | $82,448-90.4% |
| Participation rate | 90.0% | 77.7%+12.3pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 94.20% | 41.30%+52.9pp | 38.47%+55.7pp | 41.64%+52.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,413 | $6,754-5.1% | $7,956-19.4% | $4,139+54.9% |
| Admin fee / account holder | $437 | $13,455-96.8% | $11,381-96.2% | $7,234-94.0% |