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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 | $9,992 | $104,694-90.5% | $85,709-88.3% | $167,536-94.0% |
| Participation rate | 84.6% | 76.4%+8.3pp | 69.9%+14.8pp | 82.1%+2.5pp |
| Annual return | 12.20% | 21.45%-9.2pp | 21.49%-9.3pp | 478.82%-466.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,396 | $4,826-8.9% | $3,924+12.0% | $6,342-30.7% |
| Admin fee / account holder | $2,459 | $10,035-75.5% | $6,876-64.2% | $12,315-80.0% |