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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 | $3,561 | $118,467-97.0% | $98,450-96.4% | $139,456-97.4% |
| Participation rate | 94.1% | 77.5%+16.7pp | 75.2%+19.0pp | 80.3%+13.8pp |
| Annual return | 27.95% | 18.95%+9.0pp | 21.16%+6.8pp | 373.45%-345.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,251 | $5,393-58.3% | $4,739-52.5% | $6,711-66.5% |
| Admin fee / account holder | $604 | $14,057-95.7% | $8,961-93.3% | $11,407-94.7% |