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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 | $6,399 | $88,672-92.8% | $105,223-93.9% | $82,448-92.2% |
| Participation rate | 95.9% | 67.9%+28.0pp | 75.0%+20.9pp | 68.1%+27.9pp |
| Annual return | 27.63% | 30.86%-3.2pp | 180.65%-153.0pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,177 | $4,036-46.0% | $5,072-57.1% | $4,139-47.4% |
| Admin fee / account holder | $817 | $7,146-88.6% | $8,859-90.8% | $7,234-88.7% |