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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 | $6,268 | $77,901-92.0% | $149,717-95.8% | $75,181-91.7% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 16.60% | 31.73%-15.1pp | 134.41%-117.8pp | 160.69%-144.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,421 | $3,411-29.0% | $5,682-57.4% | $4,126-41.3% |
| Admin fee / account holder | $2,127 | $5,949-64.2% | $13,213-83.9% | $5,650-62.3% |