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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 | $9,919 | $88,672-88.8% | $105,223-90.6% | $82,448-88.0% |
| Participation rate | 70.4% | 67.9%+2.4pp | 75.0%-4.7pp | 68.1%+2.3pp |
| Annual return | 26.04% | 30.86%-4.8pp | 180.65%-154.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,372 | $4,036-16.5% | $5,072-33.5% | $4,139-18.5% |
| Admin fee / account holder | $837 | $7,146-88.3% | $8,859-90.6% | $7,234-88.4% |