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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 | $3,693 | $109,908-96.6% | $97,161-96.2% | $145,978-97.5% |
| Participation rate | 76.2% | 75.9%+0.2pp | 72.7%+3.5pp | 80.3%-4.1pp |
| Annual return | 10.29% | 243.80%-233.5pp | 75.36%-65.1pp | 550.52%-540.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,433 | $4,679-69.4% | $4,265-66.4% | $6,690-78.6% |
| Admin fee / account holder | $828 | $6,213-86.7% | $5,647-85.3% | $13,400-93.8% |