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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 | $9,341 | $77,901-88.0% | $149,717-93.8% | $75,181-87.6% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.8%+3.6pp | 67.2%+15.2pp |
| Annual return | 17.38% | 31.73%-14.3pp | 134.41%-117.0pp | 160.69%-143.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,058 | $3,411-39.7% | $5,682-63.8% | $4,126-50.1% |
| Admin fee / account holder | $443 | $5,949-92.5% | $13,213-96.6% | $5,650-92.2% |