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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 | $19,093 | $89,367-78.6% | $141,191-86.5% | $72,975-73.8% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 28.50% | 111.87%-83.4pp | 71.41%-42.9pp | 81.01%-52.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,457 | $5,419+93.0% | $6,710+55.8% | $3,608+189.9% |
| Admin fee / account holder | $328 | $5,957-94.5% | $10,264-96.8% | $5,124-93.6% |