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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 | $3,053 | $100,125-97.0% | $81,482-96.3% | $145,978-97.9% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.5%+3.8pp | 80.3%-7.0pp |
| Annual return | 14.68% | 34.44%-19.8pp | 24.79%-10.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $997 | $4,609-78.4% | $3,885-74.3% | $6,690-85.1% |
| Admin fee / account holder | $660 | $8,198-92.0% | $5,761-88.6% | $13,400-95.1% |