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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 | $5,967 | $129,737-95.4% | $119,126-95.0% | $154,746-96.1% |
| Participation rate | 90.5% | 78.9%+11.6pp | 75.8%+14.7pp | 80.7%+9.8pp |
| Annual return | 19.22% | 379.08%-359.9pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,943 | $5,842-66.7% | $5,318-63.5% | $6,730-71.1% |
| Admin fee / account holder | $884 | $11,961-92.6% | $10,693-91.7% | $14,365-93.8% |