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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 | $8,382 | $178,174-95.3% | $156,181-94.6% | $137,256-93.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 31.76% | 84.19%-52.4pp | 64.87%-33.1pp | 220.34%-188.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,826 | $6,888-29.9% | $6,132-21.3% | $6,407-24.7% |
| Admin fee / account holder | $1,042 | $17,404-94.0% | $14,586-92.9% | $12,270-91.5% |