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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 | $21,131 | $105,210-79.9% | $159,487-86.8% | $85,851-75.4% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.8%-10.4pp | 69.3%+3.1pp |
| Annual return | 17.02% | 45.08%-28.1pp | 263.71%-246.7pp | 318.63%-301.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,508 | $5,946-41.0% | $7,354-52.3% | $3,952-11.2% |
| Admin fee / account holder | $575 | $6,934-91.7% | $10,804-94.7% | $6,261-90.8% |