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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 | $8,648 | $125,190-93.1% | $105,624-91.8% | $145,897-94.1% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.84% | 225.22%-214.4pp | 116.20%-105.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,409 | $5,716-57.9% | $5,013-52.0% | $6,689-64.0% |
| Admin fee / account holder | $1,966 | $17,138-88.5% | $10,961-82.1% | $13,390-85.3% |