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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 | $5,327 | $93,589-94.3% | $135,942-96.1% | $75,181-92.9% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 19.31% | 30.90%-11.6pp | 68.28%-49.0pp | 160.69%-141.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,651 | $6,405-43.0% | $7,759-52.9% | $4,126-11.5% |
| Admin fee / account holder | $424 | $6,977-93.9% | $10,764-96.1% | $5,650-92.5% |