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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 | $14,207 | $132,634-89.3% | $115,768-87.7% | $137,256-89.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 23.38% | 160.70%-137.3pp | 100.46%-77.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,358 | $5,619-40.2% | $4,917-31.7% | $6,407-47.6% |
| Admin fee / account holder | $1,849 | $15,028-87.7% | $12,439-85.1% | $12,270-84.9% |