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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 | $5,509 | $84,236-93.5% | $170,435-96.8% | $70,126-92.1% |
| Participation rate | 89.4% | 70.8%+18.5pp | 83.6%+5.8pp | 69.5%+19.8pp |
| Annual return | 16.81% | 23.06%-6.3pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $845 | $3,086-72.6% | $4,939-82.9% | $3,332-74.6% |
| Admin fee / account holder | $589 | $5,698-89.7% | $13,881-95.8% | $4,645-87.3% |