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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 | $9,065 | $108,942-91.7% | $100,415-91.0% | $145,897-93.8% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 18.31% | 58.27%-40.0pp | 49.47%-31.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,422 | $8,461-47.7% | $8,091-45.3% | $6,689-33.9% |
| Admin fee / account holder | $933 | $9,702-90.4% | $7,906-88.2% | $13,390-93.0% |