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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 | $6,969 | $108,897-93.6% | $100,378-93.1% | $145,877-95.2% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.41% | 58.17%-42.8pp | 49.41%-34.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,446 | $8,455-59.2% | $8,087-57.4% | $6,691-48.5% |
| Admin fee / account holder | $886 | $9,690-90.9% | $7,899-88.8% | $13,402-93.4% |