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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 | $9,665 | $165,399-94.2% | $149,745-93.5% | $158,982-93.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.31% | 348.34%-340.0pp | 276.72%-268.4pp | 302.99%-294.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,840 | $7,183-4.8% | $6,8430% | $5,983+14.3% |
| Admin fee / account holder | $1,733 | $10,811-84.0% | $9,312-81.4% | $11,252-84.6% |