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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 | $11,097 | $118,877-90.7% | $96,570-88.5% | $167,536-93.4% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 9.62% | 50.50%-40.9pp | 37.79%-28.2pp | 478.82%-469.2pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,112 | $4,617-54.3% | $3,849-45.1% | $6,342-66.7% |
| Admin fee / account holder | $1,536 | $8,069-81.0% | $6,182-75.2% | $12,315-87.5% |