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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 | $11,630 | $129,737-91.0% | $119,126-90.2% | $154,746-92.5% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 23.77% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,504 | $5,842-57.1% | $5,318-52.9% | $6,730-62.8% |
| Admin fee / account holder | $1,312 | $11,961-89.0% | $10,693-87.7% | $14,365-90.9% |