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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 | $9,848 | $124,351-92.1% | $109,188-91.0% | $167,553-94.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 17.14% | 26.04%-8.9pp | 25.76%-8.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,858 | $5,257-45.6% | $4,654-38.6% | $6,343-54.9% |
| Admin fee / account holder | $933 | $7,975-88.3% | $6,755-86.2% | $12,316-92.4% |