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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 | $10,086 | $107,363-90.6% | $92,909-89.1% | $152,897-93.4% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 25.37% | 145.63%-120.3pp | 109.44%-84.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,952 | $4,848+2.1% | $4,238+16.8% | $5,851-15.4% |
| Admin fee / account holder | $374 | $7,082-94.7% | $5,795-93.6% | $11,599-96.8% |