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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 | $5,740 | $93,345-93.9% | $119,126-95.2% | $87,485-93.4% |
| Participation rate | 93.2% | 68.7%+24.4pp | 75.8%+17.4pp | 68.9%+24.3pp |
| Annual return | 26.41% | 19.08%+7.3pp | 282.11%-255.7pp | 26.06%+0.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,471 | $4,099-39.7% | $5,318-53.5% | $4,274-42.2% |
| Admin fee / account holder | $672 | $8,039-91.6% | $10,693-93.7% | $7,775-91.4% |