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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 | $12,988 | $100,060-87.0% | $149,721-91.3% | $70,126-81.5% |
| Participation rate | 84.4% | 83.6%+0.9pp | 87.1%-2.6pp | 69.5%+14.9pp |
| Annual return | 14.67% | 27.46%-12.8pp | 1501.67%-1487.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,795 | $4,982-43.9% | $6,568-57.5% | $3,332-16.1% |
| Admin fee / account holder | $2,700 | $8,285-67.4% | $11,282-76.1% | $4,645-41.9% |