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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 | $10,003 | $85,171-88.3% | $172,752-94.2% | $72,975-86.3% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 23.64% | 27.32%-3.7pp | 802.97%-779.3pp | 81.01%-57.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,706 | $3,260+44.4% | $5,198-9.5% | $3,608+30.4% |
| Admin fee / account holder | $698 | $5,880-88.1% | $13,955-95.0% | $5,124-86.4% |