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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 | $5,740 | $129,737-95.6% | $119,126-95.2% | $154,746-96.3% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 21.23% | 379.08%-357.8pp | 282.11%-260.9pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,731 | $5,842-53.3% | $5,318-48.6% | $6,730-59.4% |
| Admin fee / account holder | $410 | $11,961-96.6% | $10,693-96.2% | $14,365-97.1% |