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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 | $12,158 | $105,284-88.5% | $150,734-91.9% | $94,015-87.1% |
| Participation rate | 90.8% | 71.7%+19.1pp | 78.4%+12.3pp | 70.8%+20.0pp |
| Annual return | 17.36% | 15.67%+1.7pp | 600.81%-583.4pp | 17.84%-0.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,040 | $4,274-52.3% | $5,610-63.6% | $4,249-52.0% |
| Admin fee / account holder | $1,227 | $9,839-87.5% | $14,905-91.8% | $8,951-86.3% |