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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 | $8,711 | $114,119-92.4% | $107,187-91.9% | $138,895-93.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.68% | 273.21%-259.5pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,457 | $5,538-55.6% | $5,096-51.8% | $6,396-61.6% |
| Admin fee / account holder | $973 | $10,024-90.3% | $9,162-89.4% | $12,562-92.3% |