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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 | $3,672 | $162,529-97.7% | $130,788-97.2% | $154,746-97.6% |
| Participation rate | 81.8% | 75.9%+6.0pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 23.14% | 510.48%-487.3pp | 386.44%-363.3pp | 172.34%-149.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,197 | $4,808-54.3% | $4,137-46.9% | $6,730-67.4% |
| Admin fee / account holder | $964 | $7,669-87.4% | $6,673-85.6% | $14,365-93.3% |