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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 | $8,738 | $102,638-91.5% | $81,982-89.3% | $158,982-94.5% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.3%+14.1pp | 82.0%+1.4pp |
| Annual return | 65.29% | 61.05%+4.2pp | 41.31%+24.0pp | 302.99%-237.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,989 | $4,649+71.8% | $3,722+114.6% | $5,983+33.5% |
| Admin fee / account holder | $1,298 | $8,237-84.2% | $5,665-77.1% | $11,252-88.5% |