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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 | $7,576 | $228,395-96.7% | $185,861-95.9% | $158,982-95.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.80% | 40.82%-11.0pp | 35.96%-6.2pp | 302.99%-273.2pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,912 | $6,417-23.5% | $5,634-12.8% | $5,983-17.9% |
| Admin fee / account holder | $1,092 | $11,869-90.8% | $9,503-88.5% | $11,252-90.3% |