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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 | $12,809 | $51,184-75.0% | $66,439-80.7% | $86,983-85.3% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.5%+22.9pp | 69.5%+27.9pp |
| Annual return | 13.95% | 17.07%-3.1pp | 757.66%-743.7pp | 25.83%-11.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,428 | $2,927+17.1% | $3,876-11.6% | $4,194-18.3% |
| Admin fee / account holder | $738 | $4,154-82.2% | $6,173-88.0% | $7,856-90.6% |