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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 | $8,211 | $87,132-90.6% | $105,624-92.2% | $80,959-89.9% |
| Participation rate | 79.3% | 70.4%+8.9pp | 75.3%+4.0pp | 67.7%+11.6pp |
| Annual return | 14.24% | 17.03%-2.8pp | 116.20%-102.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,507 | $3,985-37.1% | $5,013-50.0% | $4,300-41.7% |
| Admin fee / account holder | $386 | $8,449-95.4% | $10,961-96.5% | $6,925-94.4% |