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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 | $4,946 | $100,139-95.1% | $85,187-94.2% | $145,884-96.6% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 12.98% | 84.15%-71.2pp | 66.67%-53.7pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,303 | $5,296-56.5% | $4,525-49.1% | $6,690-65.6% |
| Admin fee / account holder | $333 | $7,262-95.4% | $6,162-94.6% | $13,392-97.5% |