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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 | $8,570 | $176,794-95.2% | $146,647-94.2% | $167,553-94.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.60% | 24.04%-9.4pp | 22.75%-8.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,396 | $6,440-47.3% | $5,506-38.3% | $6,343-46.5% |
| Admin fee / account holder | $891 | $13,262-93.3% | $10,281-91.3% | $12,316-92.8% |