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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 | $8,381 | $124,980-93.3% | $108,359-92.3% | $154,746-94.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 14.97% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,674 | $4,743-22.5% | $4,137-11.2% | $6,730-45.4% |
| Admin fee / account holder | $555 | $11,502-95.2% | $9,741-94.3% | $14,365-96.1% |