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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 | $10,213 | $77,817-86.9% | $123,553-91.7% | $64,173-84.1% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | 25.90% | 12.49%+13.4pp | 119.21%-93.3pp | 7.63%+18.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,020 | $5,240+34.0% | $6,426+9.3% | $3,470+102.3% |
| Admin fee / account holder | $352 | $5,519-93.6% | $9,284-96.2% | $4,887-92.8% |