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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 | $9,509 | $88,672-89.3% | $105,223-91.0% | $82,448-88.5% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 22.35% | 30.86%-8.5pp | 180.65%-158.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,079 | $4,036-23.7% | $5,072-39.3% | $4,139-25.6% |
| Admin fee / account holder | $762 | $7,146-89.3% | $8,859-91.4% | $7,234-89.5% |