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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 | $21,921 | $89,367-75.5% | $141,191-84.5% | $72,975-70.0% |
| Participation rate | 89.4% | 75.1%+14.3pp | 82.5%+6.9pp | 69.5%+19.9pp |
| Annual return | 33.00% | 111.87%-78.9pp | 71.41%-38.4pp | 81.01%-48.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,840 | $5,419+26.2% | $6,710+1.9% | $3,608+89.6% |
| Admin fee / account holder | $384 | $5,957-93.6% | $10,264-96.3% | $5,124-92.5% |