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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 | $8,474 | $104,251-91.9% | $91,004-90.7% | $147,586-94.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 32.94% | 27.06%+5.9pp | 4.60%+28.3pp | 578.59%-545.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,801 | $4,195+14.4% | $3,548+35.3% | $5,439-11.7% |
| Admin fee / account holder | $1,798 | $8,948-79.9% | $5,417-66.8% | $10,886-83.5% |