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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 | $7,811 | $84,236-90.7% | $170,435-95.4% | $70,126-88.9% |
| Participation rate | 82.2% | 70.8%+11.4pp | 83.6%-1.4pp | 69.5%+12.7pp |
| Annual return | 22.97% | 23.06%-0.1pp | 205.94%-183.0pp | 73.15%-50.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,197 | $3,086+3.6% | $4,939-35.3% | $3,332-4.0% |
| Admin fee / account holder | $1,323 | $5,698-76.8% | $13,881-90.5% | $4,645-71.5% |