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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 | $4,803 | $117,846-95.9% | $102,434-95.3% | $145,884-96.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 12.17% | 31.90%-19.7pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,047 | $5,733-64.3% | $5,055-59.5% | $6,690-69.4% |
| Admin fee / account holder | $2,055 | $13,356-84.6% | $9,462-78.3% | $13,392-84.7% |