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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 | $8,899 | $157,296-94.3% | $141,191-93.7% | $152,897-94.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 61.83% | 64.34%-2.5pp | 71.41%-9.6pp | 345.43%-283.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,140 | $7,111-13.7% | $6,710-8.5% | $5,851+4.9% |
| Admin fee / account holder | $345 | $12,125-97.2% | $10,264-96.6% | $11,599-97.0% |