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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 | $7,558 | $115,796-93.5% | $101,264-92.5% | $158,950-95.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 17.44% | 56.15%-38.7pp | 46.48%-29.0pp | 302.91%-285.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,803 | $4,958-63.6% | $4,370-58.7% | $5,983-69.9% |
| Admin fee / account holder | $308 | $7,247-95.7% | $5,947-94.8% | $11,248-97.3% |