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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 | $10,357 | $81,476-87.3% | $102,383-89.9% | $80,925-87.2% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 74.07% | 25.59%+48.5pp | 24.94%+49.1pp | 35.65%+38.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,255 | $3,871-15.9% | $5,060-35.7% | $4,299-24.3% |
| Admin fee / account holder | $507 | $6,717-92.5% | $8,391-94.0% | $6,940-92.7% |