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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 | $10,695 | $82,674-87.1% | $125,363-91.5% | $68,495-84.4% |
| Participation rate | 89.1% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.2pp |
| Annual return | 5.91% | -5.97%+11.9pp | 572.15%-566.2pp | -7.84%+13.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,066 | $6,111+32.0% | $7,447+8.3% | $4,028+100.3% |
| Admin fee / account holder | $528 | $6,276-91.6% | $10,005-94.7% | $5,403-90.2% |