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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 | $1,443 | $85,060-98.3% | $70,565-98.0% | $139,487-99.0% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.4%+12.9pp | 80.3%+0.9pp |
| Annual return | 39.42% | 30.39%+9.0pp | 32.79%+6.6pp | 373.84%-334.4pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,045 | $5,891-82.3% | $4,568-77.1% | $6,713-84.4% |
| Admin fee / account holder | $300 | $8,932-96.6% | $6,430-95.3% | $11,407-97.4% |