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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 | $12,579 | $152,619-91.8% | $125,195-90.0% | $152,909-91.8% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 22.90% | 54.85%-31.9pp | 43.79%-20.9pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,065 | $5,869-30.7% | $4,937-17.7% | $5,851-30.5% |
| Admin fee / account holder | $1,547 | $13,437-88.5% | $9,704-84.1% | $11,601-86.7% |