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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 | $106,524-87.9% | $152,301-91.5% | $87,485-85.3% |
| Participation rate | 88.7% | 75.8%+13.0pp | 82.4%+6.3pp | 68.9%+19.8pp |
| Annual return | 83.26% | 26.89%+56.4pp | 80.50%+2.8pp | 26.06%+57.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,634 | $6,525-29.0% | $8,004-42.1% | $4,274+8.4% |
| Admin fee / account holder | $881 | $8,287-89.4% | $14,398-93.9% | $7,775-88.7% |