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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 | $13,234 | $208,088-93.6% | $186,193-92.9% | $154,746-91.4% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 9.66% | 89.97%-80.3pp | 78.03%-68.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,078 | $7,078-42.4% | $6,513-37.4% | $6,730-39.4% |
| Admin fee / account holder | $4,739 | $11,698-59.5% | $11,058-57.1% | $14,365-67.0% |