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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 | $8,084 | $73,518-89.0% | $63,005-87.2% | $147,585-94.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 24.14% | 175.46%-151.3pp | 87.59%-63.5pp | 578.58%-554.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,936 | $4,183-29.8% | $3,329-11.8% | $5,439-46.0% |
| Admin fee / account holder | $637 | $5,952-89.3% | $3,599-82.3% | $10,886-94.2% |