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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 | $13,308 | $93,345-85.7% | $119,126-88.8% | $87,485-84.8% |
| Participation rate | 86.7% | 68.7%+17.9pp | 75.8%+10.9pp | 68.9%+17.7pp |
| Annual return | 14.49% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,137 | $4,099-23.5% | $5,318-41.0% | $4,274-26.6% |
| Admin fee / account holder | $4,514 | $8,039-43.8% | $10,693-57.8% | $7,775-41.9% |