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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 | $5,580 | $134,001-95.8% | $112,258-95.0% | $134,509-95.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | 10.03% | 47.15%-37.1pp | 27.47%-17.4pp | 418.13%-408.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,906 | $5,291-26.2% | $4,728-17.4% | $6,400-39.0% |
| Admin fee / account holder | $861 | $7,491-88.5% | $6,411-86.6% | $11,427-92.5% |