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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 | $16,397 | $156,616-89.5% | $133,346-87.7% | $198,609-91.7% |
| Participation rate | 83.3% | 77.7%+5.6pp | 72.8%+10.5pp | 82.4%+1.0pp |
| Annual return | 5.96% | 44.25%-38.3pp | 36.85%-30.9pp | 202.70%-196.7pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,643 | $4,920-66.6% | $4,332-62.1% | $6,977-76.5% |
| Admin fee / account holder | $3,369 | $17,468-80.7% | $14,264-76.4% | $19,030-82.3% |