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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 | $12,905 | $98,766-86.9% | $149,730-91.4% | $79,852-83.8% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.5%-3.4pp | 69.6%+9.4pp |
| Annual return | 24.71% | 27.43%-2.7pp | 276.70%-252.0pp | 31.72%-7.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,100 | $5,681+25.0% | $6,843+3.8% | $3,740+89.8% |
| Admin fee / account holder | $714 | $6,052-88.2% | $9,310-92.3% | $5,306-86.5% |