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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 | $3,163 | $91,179-96.5% | $178,499-98.2% | $79,852-96.0% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 24.84% | 24.19%+0.6pp | 151.10%-126.3pp | 31.72%-6.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,845 | $3,236-43.0% | $5,202-64.5% | $3,740-50.7% |
| Admin fee / account holder | $662 | $6,749-90.2% | $13,986-95.3% | $5,306-87.5% |