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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 | $7,466 | $125,190-94.0% | $105,624-92.9% | $145,897-94.9% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.0pp |
| Annual return | 9.63% | 225.22%-215.6pp | 116.20%-106.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,424 | $5,716-57.6% | $5,013-51.6% | $6,689-63.8% |
| Admin fee / account holder | $578 | $17,138-96.6% | $10,961-94.7% | $13,390-95.7% |