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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 | $11,889 | $102,638-88.4% | $81,991-85.5% | $158,966-92.5% |
| Participation rate | 78.3% | 75.5%+2.7pp | 69.3%+9.0pp | 82.0%-3.7pp |
| Annual return | 15.42% | 61.05%-45.6pp | 41.31%-25.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,497 | $4,649-46.3% | $3,722-32.9% | $5,983-58.3% |
| Admin fee / account holder | $1,327 | $8,237-83.9% | $5,665-76.6% | $11,250-88.2% |