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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 | $9,143 | $132,099-93.1% | $115,599-92.1% | $138,895-93.4% |
| Participation rate | 90.9% | 77.9%+13.1pp | 74.3%+16.6pp | 79.9%+11.0pp |
| Annual return | 17.31% | 176.76%-159.4pp | 111.10%-93.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,229 | $5,617-60.3% | $4,889-54.4% | $6,396-65.2% |
| Admin fee / account holder | $3,748 | $15,650-76.1% | $12,841-70.8% | $12,562-70.2% |