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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 | $4,346 | $109,908-96.0% | $97,161-95.5% | $145,978-97.0% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 14.02% | 243.80%-229.8pp | 75.36%-61.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,379 | $4,679-70.5% | $4,265-67.7% | $6,690-79.4% |
| Admin fee / account holder | $871 | $6,213-86.0% | $5,647-84.6% | $13,400-93.5% |