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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 | $9,101 | $91,179-90.0% | $178,499-94.9% | $79,852-88.6% |
| Participation rate | 89.8% | 69.2%+20.6pp | 81.9%+7.9pp | 69.6%+20.2pp |
| Annual return | 10.21% | 24.19%-14.0pp | 151.10%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,203 | $3,236-31.9% | $5,202-57.7% | $3,740-41.1% |
| Admin fee / account holder | $320 | $6,749-95.3% | $13,986-97.7% | $5,306-94.0% |