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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 | $14,155 | $65,034-78.2% | $90,970-84.4% | $79,856-82.3% |
| Participation rate | 77.6% | 61.6%+16.0pp | 69.0%+8.6pp | 69.6%+7.9pp |
| Annual return | 14.58% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,900 | $2,512+55.2% | $3,373+15.6% | $3,741+4.3% |
| Admin fee / account holder | $1,794 | $4,536-60.4% | $5,961-69.9% | $5,306-66.2% |