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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 | $3,748 | $183,592-98.0% | $155,574-97.6% | $145,877-97.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 68.33% | 61.37%+7.0pp | 64.87%+3.5pp | 551.28%-483.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,089 | $6,466-67.7% | $5,629-62.9% | $6,691-68.8% |
| Admin fee / account holder | $1,254 | $19,316-93.5% | $15,914-92.1% | $13,402-90.6% |