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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 | $3,642 | $84,236-95.7% | $170,439-97.9% | $70,124-94.8% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 20.07% | 23.06%-3.0pp | 205.94%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,006 | $3,086-67.4% | $4,939-79.6% | $3,332-69.8% |
| Admin fee / account holder | $384 | $5,698-93.3% | $13,881-97.2% | $4,645-91.7% |