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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 | $8,619 | $107,353-92.0% | $92,903-90.7% | $152,885-94.4% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.5%+12.3pp |
| Annual return | 20.06% | 145.62%-125.6pp | 109.43%-89.4pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,654 | $4,848-45.3% | $4,238-37.4% | $5,851-54.6% |
| Admin fee / account holder | $483 | $7,081-93.2% | $5,795-91.7% | $11,598-95.8% |