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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 | $11,821 | $93,598-87.4% | $135,974-91.3% | $75,173-84.3% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 67.2%+9.0pp |
| Annual return | 17.80% | 30.89%-13.1pp | 68.30%-50.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,397 | $6,405-15.7% | $7,760-30.4% | $4,126+30.8% |
| Admin fee / account holder | $1,083 | $6,978-84.5% | $10,767-89.9% | $5,651-80.8% |