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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 | $4,239 | $125,184-96.6% | $105,607-96.0% | $145,884-97.1% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 13.70% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,519 | $5,714-55.9% | $5,011-49.7% | $6,690-62.4% |
| Admin fee / account holder | $1,951 | $17,133-88.6% | $10,958-82.2% | $13,392-85.4% |