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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 | $9,120 | $89,259-89.8% | $107,187-91.5% | $82,637-89.0% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 17.48% | 21.02%-3.5pp | 204.55%-187.1pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,852 | $4,037-4.6% | $5,096-24.4% | $4,126-6.7% |
| Admin fee / account holder | $4,955 | $7,381-32.9% | $9,162-45.9% | $7,339-32.5% |