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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 | $8,677 | $132,099-93.4% | $115,599-92.5% | $138,895-93.8% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 23.99% | 176.76%-152.8pp | 111.10%-87.1pp | 145.39%-121.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,576 | $5,617-54.1% | $4,889-47.3% | $6,396-59.7% |
| Admin fee / account holder | $313 | $15,650-98.0% | $12,841-97.6% | $12,562-97.5% |