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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 | $8,744 | $93,598-90.7% | $135,974-93.6% | $75,173-88.4% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 40.84% | 30.89%+9.9pp | 68.30%-27.5pp | 160.72%-119.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,688 | $6,405+4.4% | $7,760-13.8% | $4,126+62.1% |
| Admin fee / account holder | $456 | $6,978-93.5% | $10,767-95.8% | $5,651-91.9% |