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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 | $8,765 | $89,367-90.2% | $141,191-93.8% | $72,975-88.0% |
| Participation rate | 79.2% | 75.1%+4.1pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 34.40% | 111.87%-77.5pp | 71.41%-37.0pp | 81.01%-46.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,175 | $5,419-4.5% | $6,710-22.9% | $3,608+43.4% |
| Admin fee / account holder | $834 | $5,957-86.0% | $10,264-91.9% | $5,124-83.7% |