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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 | $19,838 | $165,939-88.0% | $122,354-83.8% | $147,586-86.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.50% | 34.56%-24.1pp | 30.28%-19.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $999 | $4,005-75.1% | $3,287-69.6% | $5,439-81.6% |
| Admin fee / account holder | $2,927 | $7,425-60.6% | $5,479-46.6% | $10,886-73.1% |