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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 | $20,190 | $78,428-74.3% | $95,960-79.0% | $79,852-74.7% |
| Participation rate | 91.3% | 73.5%+17.8pp | 77.1%+14.2pp | 69.6%+21.7pp |
| Annual return | 59.09% | 19.37%+39.7pp | 91.63%-32.5pp | 31.72%+27.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,881 | $3,440+187.3% | $4,167+137.2% | $3,740+164.2% |
| Admin fee / account holder | $403 | $5,622-92.8% | $6,797-94.1% | $5,306-92.4% |