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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 | $8,167 | $91,167-91.0% | $178,498-95.4% | $79,858-89.8% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 32.11% | 24.19%+7.9pp | 151.09%-119.0pp | 31.72%+0.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,664 | $3,236-17.7% | $5,202-48.8% | $3,740-28.8% |
| Admin fee / account holder | $877 | $6,747-87.0% | $13,985-93.7% | $5,306-83.5% |