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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 | $12,896 | $106,749-87.9% | $145,433-91.1% | $82,448-84.4% |
| Participation rate | 88.7% | 75.6%+13.1pp | 82.1%+6.6pp | 68.1%+20.6pp |
| Annual return | 83.26% | 27.59%+55.7pp | 66.58%+16.7pp | 41.64%+41.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,634 | $6,519-28.9% | $7,897-41.3% | $4,139+12.0% |
| Admin fee / account holder | $881 | $8,390-89.5% | $13,129-93.3% | $7,234-87.8% |