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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 | $22,398 | $98,776-77.3% | $149,745-85.0% | $79,856-72.0% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.5%-6.8pp | 69.6%+6.0pp |
| Annual return | 23.63% | 27.38%-3.7pp | 276.72%-253.1pp | 31.71%-8.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,979 | $5,681-30.0% | $6,843-41.9% | $3,741+6.4% |
| Admin fee / account holder | $301 | $6,053-95.0% | $9,312-96.8% | $5,306-94.3% |