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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 | $5,237 | $105,929-95.1% | $81,716-93.6% | $158,966-96.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 9.27% | 38.19%-28.9pp | 29.49%-20.2pp | 302.95%-293.7pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,209 | $13,007-90.7% | $7,108-83.0% | $5,983-79.8% |
| Admin fee / account holder | $755 | $8,492-91.1% | $5,159-85.4% | $11,250-93.3% |