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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 | $9,263 | $117,895-92.1% | $102,460-91.0% | $145,897-93.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 31.92%-22.1pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,902 | $5,736-32.0% | $5,056-22.8% | $6,689-41.7% |
| Admin fee / account holder | $361 | $13,353-97.3% | $9,460-96.2% | $13,390-97.3% |