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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 | $20,721 | $89,367-76.8% | $141,191-85.3% | $72,975-71.6% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.5%-10.0pp | 69.5%+3.0pp |
| Annual return | 20.29% | 111.87%-91.6pp | 71.41%-51.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,501 | $5,419-35.4% | $6,710-47.8% | $3,608-3.0% |
| Admin fee / account holder | $5,043 | $5,957-15.3% | $10,264-50.9% | $5,124-1.6% |