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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 | $9,436 | $106,267-91.1% | $96,520-90.2% | $139,456-93.2% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.1pp |
| Annual return | 27.85% | 38.45%-10.6pp | 35.72%-7.9pp | 373.45%-345.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,750 | $5,454-31.2% | $4,879-23.1% | $6,711-44.1% |
| Admin fee / account holder | $388 | $7,882-95.1% | $6,733-94.2% | $11,407-96.6% |