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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 | $16,824 | $117,829-85.7% | $102,423-83.6% | $145,877-88.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.30% | 31.83%-13.5pp | 29.42%-11.1pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,449 | $5,732-39.8% | $5,054-31.8% | $6,691-48.4% |
| Admin fee / account holder | $41,613 | $13,335+212.1% | $9,455+340.1% | $13,402+210.5% |