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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 | $6,088 | $100,139-93.9% | $85,187-92.9% | $145,884-95.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 26.11% | 84.15%-58.0pp | 66.67%-40.6pp | 551.85%-525.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,068 | $5,296-42.1% | $4,525-32.2% | $6,690-54.1% |
| Admin fee / account holder | $1,093 | $7,262-85.0% | $6,162-82.3% | $13,392-91.8% |