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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 | $7,919 | $107,363-92.6% | $92,909-91.5% | $152,897-94.8% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.5%+2.5pp |
| Annual return | 23.45% | 145.63%-122.2pp | 109.44%-86.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,892 | $4,848-61.0% | $4,238-55.3% | $5,851-67.7% |
| Admin fee / account holder | $1,584 | $7,082-77.6% | $5,795-72.7% | $11,599-86.3% |