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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 | $125,237-93.1% | $105,608-91.8% | $145,877-94.1% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.84% | 225.76%-214.9pp | 116.50%-105.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,409 | $5,711-57.8% | $5,010-51.9% | $6,691-64.0% |
| Admin fee / account holder | $1,966 | $17,287-88.6% | $11,028-82.2% | $13,402-85.3% |