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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 | $11,851 | $98,776-88.0% | $149,745-92.1% | $79,856-85.2% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.5%-12.3pp | 69.6%+0.6pp |
| Annual return | 17.22% | 27.38%-10.2pp | 276.72%-259.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,990 | $5,681-47.4% | $6,843-56.3% | $3,741-20.1% |
| Admin fee / account holder | $1,180 | $6,053-80.5% | $9,312-87.3% | $5,306-77.8% |