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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 | $16,799 | $117,846-85.7% | $102,434-83.6% | $145,884-88.5% |
| Participation rate | 78.9% | 78.6%+0.3pp | 76.5%+2.4pp | 80.3%-1.4pp |
| Annual return | 12.70% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,270 | $5,733-60.4% | $5,055-55.1% | $6,690-66.1% |
| Admin fee / account holder | $949 | $13,356-92.9% | $9,462-90.0% | $13,392-92.9% |