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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 | $6,238 | $172,111-96.4% | $150,298-95.8% | $137,256-95.5% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 21.45% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,672 | $6,166-56.7% | $5,453-51.0% | $6,407-58.3% |
| Admin fee / account holder | $1,436 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |